Sun Financial’s Dover DOV Stock Holding History

Sun Financial’s Portfolio DOV Stock Details DOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$301K	Sell	1,402 -54	-4%	-$11.5K	0.15%	133
2025 Q4	$284K	Buy	+1,456	New	+$265K	0.16%	134

Other funds holding DOV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sun Financial's DOV Position: Q1 2026 in Review

Sun Financial reduced its Dover (DOV) stake by 3.7% in Q1 2026, selling an estimated $11.5K and leaving 1,402 shares worth $301K. The position accounts for 0.15% of the portfolio, ranked #133.

Sun Financial first reported a position in DOV in Q4 2025 and has held it in 2 quarters since. 1,129 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

Sun Financial held 1,402 shares of Dover worth $301K as of Q1 2026.
Sun Financial sold 54 Dover shares in Q1 2026, an estimated $11.5K.
Dover made up 0.15% of Sun Financial's portfolio in Q1 2026, its #133 holding.
Sun Financial first reported a position in Dover in Q4 2025 and has held it in 2 quarters since.
1,129 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.