BOK Financial Private Wealth’s Cambria Shareholder Yield ETF SYLD Stock Holding History

BOK Financial Private Wealth’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	$124K	Hold	1,562	–	–	0.01%	215
2026 Q1	$118K	Sell	1,562 -1,359	-47%	-$102K	0.01%	208
2025 Q4	$203K	Hold	2,921	–	–	0.01%	181
2025 Q3	$201K	Sell	2,921 -31	-1%	-$2.1K	0.01%	171
2025 Q2	$192K	Hold	2,952	–	–	0.01%	175
2025 Q1	$188K	Sell	2,952 -1,483	-33%	-$100K	0.01%	176
2024 Q4	$304K	Hold	4,435	–	–	0.02%	152
2024 Q3	$321K	Hold	4,435	–	–	0.02%	149
2024 Q2	$305K	Hold	4,435	–	–	0.02%	151
2024 Q1	$327K	Sell	4,435 -200	-4%	-$13.7K	0.02%	149
2023 Q4	$313K	Hold	4,635	–	–	0.03%	144
2023 Q3	$288K	Hold	4,635	–	–	0.03%	145
2023 Q2	$285K	Sell	4,635 -265	-5%	-$15.3K	0.02%	145
2023 Q1	$290K	Hold	4,900	–	–	0.02%	145
2022 Q4	$291K	Hold	4,900	–	–	0.02%	141
2022 Q3	$260K	Hold	4,900	–	–	0.02%	153
2022 Q2	$268K	Hold	4,900	–	–	0.02%	157
2022 Q1	$313K	Hold	4,900	–	–	0.02%	231
2021 Q4	$317K	Hold	4,900	–	–	0.02%	216
2021 Q3	$295K	Hold	4,900	–	–	0.02%	194
2021 Q2	$314K	Hold	4,900	–	–	0.03%	174
2021 Q1	$294K	Hold	4,900	–	–	0.03%	156
2020 Q4	$218K	Buy	+4,900	New	+$196K	0.02%	172

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

BOK Financial Private Wealth's SYLD Position: Q2 2026 in Review

BOK Financial Private Wealth held its Cambria Shareholder Yield ETF (SYLD) position steady in Q2 2026 at 1,562 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #215.

BOK Financial Private Wealth first reported a position in SYLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $327K in Q1 2024. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

BOK Financial Private Wealth held 1,562 shares of Cambria Shareholder Yield ETF worth $124K as of Q2 2026.
BOK Financial Private Wealth left its Cambria Shareholder Yield ETF share count unchanged in Q2 2026.
Cambria Shareholder Yield ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #215 holding.
BOK Financial Private Wealth first reported a position in Cambria Shareholder Yield ETF in Q4 2020 and has held it in 23 quarters since.
BOK Financial Private Wealth's Cambria Shareholder Yield ETF position peaked at $327K in Q1 2024.
165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.