Dodge & Cox Balanced-IDODBX
13F holders, Q1 2026 (March 31)1holders −1
0new positions
0sold out
$13.19avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Dodge & Cox Balanced-I (DODBX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($12K).
- Company
- Dodge & Cox Balanced-I
- CUSIP
- 256201104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 2,221 shares sold, net −2,221 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.00% | Reduce -70.9% | 910 | $12K |
"% of holder's portfolio" is DODBX's weight in each manager's 13F, not the share of Dodge & Cox Balanced-I the manager owns.