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Davenport & Co’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Davenport & Co’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 		$576K Buy
7,277
+2,215
+44% +$173K ﹤0.01% 956
2026
Q1 		$382K Buy
5,062
+674
+15% +$50.4K ﹤0.01% 1039
2025
Q4 		$305K Buy
4,388
+150
+4% +$10.3K ﹤0.01% 1081
2025
Q3 		$291K Buy
+4,238
New +$287K ﹤0.01% 1075

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
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
IA
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
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Davenport & Co's SYLD Position: Q2 2026 in Review

Davenport & Co increased its Cambria Shareholder Yield ETF (SYLD) stake by 44% in Q2 2026, buying an estimated $173K and bringing the position to 7,277 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Davenport & Co first reported a position in SYLD in Q3 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Davenport & Co held 7,277 shares of Cambria Shareholder Yield ETF worth $576K as of Q2 2026.
  • Davenport & Co bought 2,215 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $173K.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Davenport & Co's portfolio in Q2 2026, its #956 holding.
  • Davenport & Co first reported a position in Cambria Shareholder Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Davenport & Co's 13F filing for Q2 2026, filed 13 Jul 2026.