SUCCESSION FINANCIAL, INC.’s iShares Core High Dividend ETF HDV Stock Holding History

SUCCESSION FINANCIAL, INC.’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$409K	Buy	+14,938	New	+$406K	0.39%	28

Other funds holding HDV

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s HDV Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in iShares Core High Dividend ETF (HDV) in Q2 2026: 14,938 shares worth $409K. The stake represents 0.39% of the portfolio and ranks #28 among its holdings.

582 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 14,938 shares of iShares Core High Dividend ETF worth $409K as of Q2 2026.
iShares Core High Dividend ETF was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
iShares Core High Dividend ETF made up 0.39% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #28 holding.
582 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.