Stifel Financial
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Stifel Financial’s Dyne Therapeutics DYN Stock Holding History

Stifel Financial’s Portfolio DYN Stock Details DYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$332K Sell
14,952
-1,076
-7% -$20K ﹤0.01% 3233
2026
Q1 		$291K Buy
+16,028
New +$276K ﹤0.01% 3204
2021
Q1 		– Sell
-26,038
Closed -$547K – 3230
2020
Q4 		$547K Buy
+26,038
New +$515K ﹤0.01% 2266

Other funds holding DYN

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Stifel Financial's DYN Position: Q2 2026 in Review

Stifel Financial reduced its Dyne Therapeutics (DYN) stake by 6.7% in Q2 2026, selling an estimated $20K and leaving 14,952 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #3233.

Stifel Financial first reported a position in DYN in Q4 2020 and has held it in 3 quarters since. The position peaked at $547K in Q4 2020. 246 funds tracked by Wall St. Rank hold DYN as of Q2 2026.

  • Stifel Financial held 14,952 shares of Dyne Therapeutics worth $332K as of Q2 2026.
  • Stifel Financial sold 1,076 Dyne Therapeutics shares in Q2 2026, an estimated $20K.
  • Dyne Therapeutics made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3233 holding.
  • Stifel Financial first reported a position in Dyne Therapeutics in Q4 2020 and has held it in 3 quarters since.
  • Stifel Financial's Dyne Therapeutics position peaked at $547K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.