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Twin Peaks Wealth Advisors’s Distribution Solutions Group DSGR Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1
Closed -$32 – 680
2025
Q2 		$32 Buy
+1
New +$27 ﹤0.01% 2221

Other funds holding DSGR

Luther King Capital Management (LKCM)
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Twin Peaks Wealth Advisors's DSGR Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Distribution Solutions Group (DSGR) in Q3 2025, closing a stake of 1 share — an estimated $32 sold.

Twin Peaks Wealth Advisors first reported a position in DSGR in Q2 2025 and held it in 1 quarter. The position peaked at $32 in Q2 2025. 96 funds tracked by Wall St. Rank hold DSGR as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Distribution Solutions Group position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 Distribution Solutions Group share in Q3 2025, an estimated $32.
  • Twin Peaks Wealth Advisors first reported a position in Distribution Solutions Group in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Distribution Solutions Group position peaked at $32 in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.