DAS
CTRA

Dynamic Advisor Solutions’s Coterra Energy CTRA Stock Holding History

Dynamic Advisor Solutions’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-67,320
Closed -$2.37M – 1053
2026
Q1 		$2.37M Buy
67,320
+11,746
+21% +$353K 0.07% 270
2025
Q4 		$1.46M Buy
55,574
+19,541
+54% +$492K 0.05% 368
2025
Q3 		$852K Buy
+36,033
New +$869K 0.02% 501

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Dynamic Advisor Solutions's CTRA Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 67,320 shares — an estimated $2.37M sold.

Dynamic Advisor Solutions first reported a position in CTRA in Q3 2025 and held it in 3 quarters. The position peaked at $2.37M in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Dynamic Advisor Solutions reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 67,320 Coterra Energy shares in Q2 2026, an estimated $2.37M.
  • Dynamic Advisor Solutions first reported a position in Coterra Energy in Q3 2025 and held it in 3 quarters.
  • Dynamic Advisor Solutions's Coterra Energy position peaked at $2.37M in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.