Culbertson A N & Co’s iShares Select Dividend ETF DVY Stock Holding History

Culbertson A N & Co’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	$459K	Buy	+2,936	New	+$452K	0.05%	116

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Culbertson A N & Co's DVY Position: Q2 2026 in Review

Culbertson A N & Co opened a new position in iShares Select Dividend ETF (DVY) in Q2 2026: 2,936 shares worth $459K. The stake represents 0.05% of the portfolio and ranks #116 among its holdings.

1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Culbertson A N & Co held 2,936 shares of iShares Select Dividend ETF worth $459K as of Q2 2026.
iShares Select Dividend ETF was a new Culbertson A N & Co position in Q2 2026.
iShares Select Dividend ETF made up 0.05% of Culbertson A N & Co's portfolio in Q2 2026, its #116 holding.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.