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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Dorsey & Whitney Trust's SYLD Position: Q1 2026 in Review

Dorsey & Whitney Trust held its Cambria Shareholder Yield ETF (SYLD) position steady in Q1 2026 at 8,620 shares worth $650K. The position accounts for 0.04% of the portfolio, ranked #380.

Dorsey & Whitney Trust first reported a position in SYLD in Q2 2024 and has held it in 8 quarters since. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

Dorsey & Whitney Trust held 8,620 shares of Cambria Shareholder Yield ETF worth $650K as of Q1 2026.
Dorsey & Whitney Trust left its Cambria Shareholder Yield ETF share count unchanged in Q1 2026.
Cambria Shareholder Yield ETF made up 0.04% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #380 holding.
Dorsey & Whitney Trust first reported a position in Cambria Shareholder Yield ETF in Q2 2024 and has held it in 8 quarters since.
167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.