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Dodge & COX Income I

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
First Merchants Corp
INCREASED
Shares986,144 from 985,294
Change+850 (+0%)
Value$11.8M (-$649.9K)
Filed 2026-10-15
Coston, McIsaac & Partners
DECREASED
Shares1,211 from 1,238
Change-27 (-2%)
Value$14.5K (+$14.5K)
Filed 2026-11-06
NBT Bank, N.A.
DECREASED
Shares283 from 2,955
Change-2,672 (-90%)
Value$3.4K (-$34.1K)
Filed 2026-10-21
Ethos Financial Group, LLC
N/A
Shares— from 94,587
Change-94,587 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 35,046
Change-35,046 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 4,491
Change-4,491 (-100%)
Value—
Status
First Merchants Corp
INCREASED986,144985,294+850+0%$12.5M$11.8M-$649.9K2026-10-15
Coston, McIsaac & Partners
DECREASED1,2111,238-27-2%$15$14.5K+$14.5K2026-11-06
NBT Bank, N.A.
DECREASED2832,955-2,672-90%$37.5K$3.4K-$34.1K2026-10-21
Ethos Financial Group, LLC
N/A—94,587-94,587-100%$1.2M———
West Michigan Advisors, LLC
N/A—35,046-35,046-100%$691.0K———
SSA Swiss Advisors AG
N/A—4,491-4,491-100%$57.2K———
Showing 6 of 6 institutions