SGK
DXYZ

Steigerwald Gordon & Koch’s Destiny Tech100 DXYZ Stock Holding History

Steigerwald Gordon & Koch’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.68K Hold
100
– – ﹤0.01% 673
2025
Q4 		$3.06K Buy
+100
New +$2.67K ﹤0.01% 752

Other funds holding DXYZ

NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Steigerwald Gordon & Koch's DXYZ Position: Q1 2026 in Review

Steigerwald Gordon & Koch held its Destiny Tech100 (DXYZ) position steady in Q1 2026 at 100 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Steigerwald Gordon & Koch first reported a position in DXYZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.06K in Q4 2025. 131 funds tracked by Wall St. Rank hold DXYZ as of Q1 2026.

  • Steigerwald Gordon & Koch held 100 shares of Destiny Tech100 worth $2.68K as of Q1 2026.
  • Steigerwald Gordon & Koch left its Destiny Tech100 share count unchanged in Q1 2026.
  • Destiny Tech100 made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #673 holding.
  • Steigerwald Gordon & Koch first reported a position in Destiny Tech100 in Q4 2025 and has held it in 2 quarters since.
  • Steigerwald Gordon & Koch's Destiny Tech100 position peaked at $3.06K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.