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 Q2	–	Sell	-1,402	Closed	-$301K	–	165
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 $1.81T AUM 41.13% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sun Financial's DOV Position: Q2 2026 in Review

Sun Financial sold out of Dover (DOV) in Q2 2026, closing a stake of 1,402 shares — an estimated $301K sold.

Sun Financial first reported a position in DOV in Q4 2025 and held it in 2 quarters. The position peaked at $301K in Q1 2026. 1,168 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

Sun Financial reported no remaining Dover position as of Q2 2026 after selling out during the quarter.
Sun Financial sold 1,402 Dover shares in Q2 2026, an estimated $301K.
Sun Financial first reported a position in Dover in Q4 2025 and held it in 2 quarters.
Sun Financial's Dover position peaked at $301K in Q1 2026.
1,168 funds tracked by Wall St. Rank held Dover as of Q2 2026.

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