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Steward Partners Investment Advisory’s Viant Technology DSP Stock Holding History

Steward Partners Investment Advisory’s Portfolio DSP Stock Details DSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.3K Sell
2,000
-3,000
-60% -$33.8K ﹤0.01% 3315
2026
Q1 		$56K Sell
5,000
-3,000
-38% -$33.2K ﹤0.01% 2724
2025
Q4 		$96.3K Hold
8,000
– – ﹤0.01% 2313
2025
Q3 		$69K Buy
+8,000
New +$91.3K ﹤0.01% 2451

Other funds holding DSP

PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCM
Potomac Capital Management New York $147M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $72.4M AUM 1.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Steward Partners Investment Advisory reduced its Viant Technology (DSP) stake by 60% in Q2 2026, selling an estimated $33.8K and leaving 2,000 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3315.

Steward Partners Investment Advisory first reported a position in DSP in Q3 2025 and has held it in 4 quarters since. The position peaked at $96.3K in Q4 2025. 120 funds tracked by Wall St. Rank hold DSP as of Q2 2026.

  • Steward Partners Investment Advisory held 2,000 shares of Viant Technology worth $25.3K as of Q2 2026.
  • Steward Partners Investment Advisory sold 3,000 Viant Technology shares in Q2 2026, an estimated $33.8K.
  • Viant Technology made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3315 holding.
  • Steward Partners Investment Advisory first reported a position in Viant Technology in Q3 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Viant Technology position peaked at $96.3K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Viant Technology as of Q2 2026.

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