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Dodge & COX Balanced I
Q2 2026 vs Q3 2026
Comparing institutional holders between quarters
Quarters
Q3 2026
Q2 2026
Q1 2026
Q4 2025
Q4 2024
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
1
Increased
0
Decreased
0
Unchanged
0
No Data
Sort by
Q3 2026 shares — high to low
Q3 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q3 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Coston, McIsaac & Partners
INCREASED
Shares
921
from 916
Change
+5
(+1%)
Value
$12.4K
(+$12.4K)
Filed 2026-11-06
Institution
Status
Q3 2026 ↓
Q2 2026
Change
% Change
Q2 2026 Value
Q3 2026 Value
Value Change
Filed
Coston, McIsaac & Partners
INCREASED
921
916
+5
+1%
$12
$12.4K
+$12.4K
2026-11-06
Showing 1 of 1 institutions