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Trifecta Capital Advisors’s Amdocs DOX Stock Holding History

Trifecta Capital Advisors’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
Q1 		$17.9K Hold
275
– – ﹤0.01% 208
2025
Q4 		$22.1K Hold
275
– – ﹤0.01% 198
2025
Q3 		$22.6K Hold
275
– – ﹤0.01% 203
2025
Q2 		$25.1K Hold
275
– – ﹤0.01% 204
2025
Q1 		$25.2K Hold
275
– – 0.01% 179
2024
Q4 		$23.4K Hold
275
– – ﹤0.01% 181
2024
Q3 		$24.1K Hold
275
– – 0.01% 179
2024
Q2 		$21.7K Hold
275
– – ﹤0.01% 184
2024
Q1 		$24.9K Hold
275
– – 0.01% 163
2023
Q4 		$24.2K Hold
275
– – 0.01% 166
2023
Q3 		$23.2K Hold
275
– – 0.01% 173
2023
Q2 		$27.2K Hold
275
– – 0.01% 175
2023
Q1 		$26.4K Hold
275
– – 0.01% 173
2022
Q4 		$25K Buy
+275
New +$23.4K 0.01% 161

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Trifecta Capital Advisors's DOX Position: Q1 2026 in Review

Trifecta Capital Advisors held its Amdocs (DOX) position steady in Q1 2026 at 275 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Trifecta Capital Advisors first reported a position in DOX in Q4 2022 and has held it in 14 quarters since. The position peaked at $27.2K in Q2 2023. 474 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • Trifecta Capital Advisors held 275 shares of Amdocs worth $17.9K as of Q1 2026.
  • Trifecta Capital Advisors left its Amdocs share count unchanged in Q1 2026.
  • Amdocs made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q1 2026, its #208 holding.
  • Trifecta Capital Advisors first reported a position in Amdocs in Q4 2022 and has held it in 14 quarters since.
  • Trifecta Capital Advisors's Amdocs position peaked at $27.2K in Q2 2023.
  • 474 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.