Bessemer Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Bessemer Group’s Portfolio DYNF Stock Details DYNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26K	Sell	445 -435	-49%	-$26.3K	﹤0.01%	1854
2025 Q4	$53K	Hold	880	–	–	﹤0.01%	1625
2025 Q3	$52K	Buy	880 +435	+98%	+$24.7K	﹤0.01%	1427
2025 Q2	$24K	Sell	445 -169	-28%	-$8.48K	﹤0.01%	1514
2025 Q1	$30K	Buy	614 +309	+101%	+$15.9K	﹤0.01%	1409
2024 Q4	$16K	Hold	305	–	–	﹤0.01%	1590
2024 Q3	$15K	Hold	305	–	–	﹤0.01%	1565
2024 Q2	$14K	Buy	+305	New	+$13.6K	﹤0.01%	1442

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Bessemer Group's DYNF Position: Q1 2026 in Review

Bessemer Group reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 49% in Q1 2026, selling an estimated $26.3K and leaving 445 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Bessemer Group first reported a position in DYNF in Q2 2024 and has held it in 8 quarters since. The position peaked at $53K in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Bessemer Group held 445 shares of BlackRock US Equity Factor Rotation ETF worth $26K as of Q1 2026.
Bessemer Group sold 435 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $26.3K.
BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1854 holding.
Bessemer Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 8 quarters since.
Bessemer Group's BlackRock US Equity Factor Rotation ETF position peaked at $53K in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.