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DIAL GLOBAL, INC. /DE/ hedge fund holdings

DIAL
$17.14-0.01 (-0.06%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

DIAL · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-7.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251215$20.9M$6.25M52Aug 14, 2025
Q3 20251519$38.2M$10.7M53Nov 14, 2025
Q4 20251722$39.6M$21M53Feb 14, 2026
Q1 2026219$36.6M$33.8M51May 15, 2026
Q2 20261416$11.1M$35.4M51Aug 14, 2026

Quarterly action breakdown

Q2 2026
51 filers
New position
2
$14.4K+790 sh
Increased
12
$11.1M+611K sh
Reduced
14
-$35.2M-1.94M sh
Out / sold
2
-$214K-11.8K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Pine Valley Investments Ltd Liability CoReduce 91.74%-$13.7M$1.24M0.05%Jul 24, 2026
Concurrent Investment Advisors, LLCAdded 1343.86%+$3.55M$3.81M0.03%Jul 27, 2026
Hobart Private Capital, LLCReduce 36.97%-$2.56M$4.36M0.75%Jul 6, 2026
First Foundation AdvisorsReduce 32.48%-$309K$643K0.02%Aug 14, 2026
Convergence Financial, LLCAdded 1.84%+$223K$12.4M0.98%Aug 5, 2026
WealthPlan Investment Management, LLCSell 100%-$213K$00.00%Jul 28, 2026
BankPlus Wealth Management LLCAdded 11.56%+$160K$1.54M0.69%Jul 20, 2026
New Insight Wealth AdvisorsReduce 6.12%-$94.5K$1.45M0.43%Jul 28, 2026
Acorn Wealth Advisors, LLCReduce 11.03%-$86.5K$697K0.17%Jul 30, 2026
5T Wealth, LLCAdded 23.14%+$46K$245K0.09%Jul 21, 2026
Walkner Condon Financial Advisors LLCAdded 7.52%+$29.1K$416K0.05%Jul 27, 2026
SouthState Bank CorpReduce 29.91%-$14K$32.8K0.00%Aug 6, 2026
Mainstay Capital Management LLCAdded 0.03%+$182$598K0.04%Aug 12, 2026
Owl Creek Wealth Partners LLCAdded 0.03%+$18$64.7K0.02%Jul 20, 2026

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