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Steward Partners Investment Advisory’s Dominari Holdings DOMH Stock Holding History

Steward Partners Investment Advisory’s Portfolio DOMH Stock Details DOMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101K Hold
32,103
– – ﹤0.01% 2583
2026
Q1 		$104K Buy
32,103
+32,098
+641,960% +$115K ﹤0.01% 2353
2025
Q4 		$25 Hold
5
– – ﹤0.01% 4269
2025
Q3 		$35 Buy
+5
New +$29 ﹤0.01% 4220

Other funds holding DOMH

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CDMG
Creek Drive Management Group San Francisco, California $206M AUM
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $142M AUM 51.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $5.75B AUM 39.93% 1-Year Est. Return

Steward Partners Investment Advisory's DOMH Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Dominari Holdings (DOMH) position steady in Q2 2026 at 32,103 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2583.

Steward Partners Investment Advisory first reported a position in DOMH in Q3 2025 and has held it in 4 quarters since. The position peaked at $104K in Q1 2026. 30 funds tracked by Wall St. Rank hold DOMH as of Q2 2026.

  • Steward Partners Investment Advisory held 32,103 shares of Dominari Holdings worth $101K as of Q2 2026.
  • Steward Partners Investment Advisory left its Dominari Holdings share count unchanged in Q2 2026.
  • Dominari Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2583 holding.
  • Steward Partners Investment Advisory first reported a position in Dominari Holdings in Q3 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Dominari Holdings position peaked at $104K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Dominari Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.