Accordant Advisory Group
SYLD icon

Accordant Advisory Group’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Accordant Advisory Group’s Portfolio SYLD Stock Details SYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$80.6K Hold
1,000
– – 0.05% 72
2026
Q2 		$79.1K Hold
1,000
– – 0.05% 72
2026
Q1 		$75.4K Hold
1,000
– – 0.05% 74
2025
Q4 		$69.5K Buy
+1,000
New +$68.7K 0.05% 70
2025
Q1 		– Sell
-133,879
Closed -$9.17M – 154
2024
Q4 		$9.17M Buy
133,879
+28,589
+27% +$2.06M 8.84% 3
2024
Q3 		$7.62M Buy
105,290
+6,304
+6% +$440K 6.07% 4
2024
Q2 		$6.76M Buy
98,986
+690
+0.7% +$48.2K 6.4% 2
2024
Q1 		$7.2M Buy
+98,296
New +$6.75M 5.38% 4

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Intellus Advisors
Intellus Advisors Naples, Florida $854M AUM 28.33% 1-Year Est. Return
Rothschild Investment LLC
Rothschild Investment LLC Chicago, Illinois $2.69B AUM 27.79% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Accordant Advisory Group's SYLD Position: Q3 2026 in Review

Accordant Advisory Group held its Cambria Shareholder Yield ETF (SYLD) position steady in Q3 2026 at 1,000 shares worth $80.6K. The position accounts for 0.05% of the portfolio, ranked #72.

Accordant Advisory Group first reported a position in SYLD in Q1 2024 and has held it in 8 quarters since. The position peaked at $9.17M in Q4 2024. 152 funds tracked by Wall St. Rank hold SYLD as of Q3 2026.

  • Accordant Advisory Group held 1,000 shares of Cambria Shareholder Yield ETF worth $80.6K as of Q3 2026.
  • Accordant Advisory Group left its Cambria Shareholder Yield ETF share count unchanged in Q3 2026.
  • Cambria Shareholder Yield ETF made up 0.05% of Accordant Advisory Group's portfolio in Q3 2026, its #72 holding.
  • Accordant Advisory Group first reported a position in Cambria Shareholder Yield ETF in Q1 2024 and has held it in 8 quarters since.
  • Accordant Advisory Group's Cambria Shareholder Yield ETF position peaked at $9.17M in Q4 2024.
  • 152 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2026.

Based on Accordant Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.