Baldwin Investment Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Baldwin Investment Management’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 Q2	$350K	Buy	4,430 +418	+10%	+$32.7K	0.03%	188
2026 Q1	$303K	Sell	4,012 -177	-4%	-$13.2K	0.04%	187
2025 Q4	$291K	Buy	4,189 +10	+0.2%	+$687	0.03%	181
2025 Q3	$287K	Sell	4,179 -34	-0.8%	-$2.3K	0.03%	185
2025 Q2	$274K	Buy	4,213 +20	+0.5%	+$1.25K	0.03%	183
2025 Q1	$267K	Sell	4,193 -2,269	-35%	-$154K	0.03%	185
2024 Q4	$442K	Buy	6,462 +144	+2%	+$10.4K	0.06%	159
2024 Q3	$457K	Buy	6,318 +3,349	+113%	+$234K	0.06%	160
2024 Q2	$203K	Buy	2,969 +150	+5%	+$10.5K	0.03%	201
2024 Q1	$207K	Buy	+2,819	New	+$194K	0.03%	203

Other funds holding SYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baldwin Investment Management's SYLD Position: Q2 2026 in Review

Baldwin Investment Management increased its Cambria Shareholder Yield ETF (SYLD) stake by 10% in Q2 2026, buying an estimated $32.7K and bringing the position to 4,430 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #188.

Baldwin Investment Management first reported a position in SYLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $457K in Q3 2024. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

Baldwin Investment Management held 4,430 shares of Cambria Shareholder Yield ETF worth $350K as of Q2 2026.
Baldwin Investment Management bought 418 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $32.7K.
Cambria Shareholder Yield ETF made up 0.03% of Baldwin Investment Management's portfolio in Q2 2026, its #188 holding.
Baldwin Investment Management first reported a position in Cambria Shareholder Yield ETF in Q1 2024 and has held it in 10 quarters since.
Baldwin Investment Management's Cambria Shareholder Yield ETF position peaked at $457K in Q3 2024.
166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.