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Sunrise Financial Services’s Amdocs DOX Stock Holding History

Sunrise Financial Services’s Portfolio DOX Stock Details DOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11K Hold
22
– – ﹤0.01% 476
2026
Q1 		$1.44K Hold
22
– – ﹤0.01% 458
2025
Q4 		$1.77K Buy
+22
New +$1.77K ﹤0.01% 383

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sunrise Financial Services's DOX Position: Q2 2026 in Review

Sunrise Financial Services held its Amdocs (DOX) position steady in Q2 2026 at 22 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Sunrise Financial Services first reported a position in DOX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77K in Q4 2025. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Sunrise Financial Services held 22 shares of Amdocs worth $1.11K as of Q2 2026.
  • Sunrise Financial Services left its Amdocs share count unchanged in Q2 2026.
  • Amdocs made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #476 holding.
  • Sunrise Financial Services first reported a position in Amdocs in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Amdocs position peaked at $1.77K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

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