| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TOWER BRIDGE ADVISORS | 24 | 2 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q3 2020 | 26 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 22 | 4 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2019 | 26 |
| GOFEN & GLOSSBERG LLC /IL/ | 25 | 25 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q4 2022 | 25 |
| ALBION FINANCIAL GROUP /UT | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q3 2020 | 9 |
| TELEMUS CAPITAL, LLC | 6 | 6 | 0.51% | 0.54% | 0.59% | Q3 2014 | Q4 2015 | 6 |
| REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q2 2016 | 2 |
| OLD SECOND NATIONAL BANK OF AURORA | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
| NORTH STAR ASSET MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
| Hayden Royal, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
| ORG Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
| CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
| VESTOR CAPITAL, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
This page lists all the filers that currently own Dodge & Cox Balanced Fund or have owned Dodge & Cox Balanced Fund in the past.