Trust Point Inc’s DoubleVerify DV Stock Holding History

Trust Point Inc’s Portfolio DV Stock Details DV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-12,898	Closed	-$123K	–	519
2026 Q1	$123K	Sell	12,898 -543	-4%	-$5.55K	0.01%	515
2025 Q4	$154K	Buy	13,441 +698	+5%	+$7.7K	0.01%	476
2025 Q3	$153K	Buy	12,743 +18	+0.1%	+$267	0.01%	474
2025 Q2	$190K	Sell	12,725 -6,365	-33%	-$87.2K	0.02%	378
2025 Q1	$255K	Sell	19,090 -8,523	-31%	-$158K	0.02%	382
2024 Q4	$530K	Sell	27,613 -8,298	-23%	-$156K	0.04%	278
2024 Q3	$605K	Buy	35,911 +3,310	+10%	+$63.1K	0.05%	246
2024 Q2	$635K	Buy	32,601 +5,889	+22%	+$142K	0.05%	228
2024 Q1	$939K	Buy	26,712 +8,473	+46%	+$315K	0.07%	174
2023 Q4	$671K	Buy	+18,239	New	+$568K	0.06%	214

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Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return