City National Bank of Florida’s iShares Select Dividend ETF DVY Stock Holding History

City National Bank of Florida’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$302K	Sell	1,932 -12	-0.6%	-$1.85K	0.13%	123
2026 Q1	$294K	Hold	1,944	–	–	0.18%	100
2025 Q4	$274K	Sell	1,944 -319	-14%	-$45.1K	0.18%	106
2025 Q3	$322K	Hold	2,263	–	–	0.21%	88
2025 Q2	$301K	Sell	2,263 -330	-13%	-$42.7K	0.22%	93
2025 Q1	$348K	Hold	2,593	–	–	0.31%	69
2024 Q4	$340K	Buy	+2,593	New	+$353K	0.31%	66

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

City National Bank of Florida's DVY Position: Q2 2026 in Review

City National Bank of Florida reduced its iShares Select Dividend ETF (DVY) stake by 0.62% in Q2 2026, selling an estimated $1.85K and leaving 1,932 shares worth $302K. The position accounts for 0.13% of the portfolio, ranked #123.

City National Bank of Florida first reported a position in DVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $348K in Q1 2025. 1,193 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

City National Bank of Florida held 1,932 shares of iShares Select Dividend ETF worth $302K as of Q2 2026.
City National Bank of Florida sold 12 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.85K.
iShares Select Dividend ETF made up 0.13% of City National Bank of Florida's portfolio in Q2 2026, its #123 holding.
City National Bank of Florida first reported a position in iShares Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
City National Bank of Florida's iShares Select Dividend ETF position peaked at $348K in Q1 2025.
1,193 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on City National Bank of Florida's 13F filing for Q2 2026, filed 15 Jul 2026.