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Dorsey & Whitney Trust’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Dorsey & Whitney Trust’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 		$682K Hold
8,620
– – 0.03% 382
2026
Q1 		$650K Hold
8,620
– – 0.04% 380
2025
Q4 		$599K Hold
8,620
– – 0.03% 390
2025
Q3 		$592K Hold
8,620
– – 0.03% 384
2025
Q2 		$561K Hold
8,620
– – 0.03% 396
2025
Q1 		$550K Hold
8,620
– – 0.03% 389
2024
Q4 		$590K Hold
8,620
– – 0.03% 363
2024
Q3 		$624K Hold
8,620
– – 0.03% 356
2024
Q2 		$589K Buy
+8,620
New +$603K 0.04% 320

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

Dorsey & Whitney Trust's SYLD Position: Q2 2026 in Review

Dorsey & Whitney Trust held its Cambria Shareholder Yield ETF (SYLD) position steady in Q2 2026 at 8,620 shares worth $682K. The position accounts for 0.03% of the portfolio, ranked #382.

Dorsey & Whitney Trust first reported a position in SYLD in Q2 2024 and has held it in 9 quarters since. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Dorsey & Whitney Trust held 8,620 shares of Cambria Shareholder Yield ETF worth $682K as of Q2 2026.
  • Dorsey & Whitney Trust left its Cambria Shareholder Yield ETF share count unchanged in Q2 2026.
  • Cambria Shareholder Yield ETF made up 0.03% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #382 holding.
  • Dorsey & Whitney Trust first reported a position in Cambria Shareholder Yield ETF in Q2 2024 and has held it in 9 quarters since.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.