Fidelity Investments
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Fidelity Investments’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Fidelity Investments’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 		$180K Buy
2,271
+1,350
+147% +$106K ﹤0.01% 3716
2026
Q1 		$69.5K Buy
921
+896
+3,584% +$67K ﹤0.01% 3965
2025
Q4 		$1.74K Hold
25
– – ﹤0.01% 5032
2025
Q3 		$1.72K Hold
25
– – ﹤0.01% 4949
2025
Q2 		$1.63K Hold
25
– – ﹤0.01% 4884
2025
Q1 		$1.59K Sell
25
-4
-14% -$271 ﹤0.01% 4910
2024
Q4 		$1.99K Buy
29
+3
+12% +$217 ﹤0.01% 4821
2024
Q3 		$1.88K Buy
26
+1
+4% +$70 ﹤0.01% 4824
2024
Q2 		$1.71K Sell
25
-2
-7% -$140 ﹤0.01% 4748
2024
Q1 		$1.98K Buy
27
+2
+8% +$137 ﹤0.01% 4701
2023
Q4 		$1.69K Sell
25
-31
-55% -$1.93K ﹤0.01% 4686
2023
Q3 		$3.46K Sell
56
-94
-63% -$5.89K ﹤0.01% 4409
2023
Q2 		$9.18K Hold
150
– – ﹤0.01% 4172
2023
Q1 		$8.8K Hold
150
– – ﹤0.01% 4180
2022
Q4 		$8.9K Sell
150
-2
-1% -$119 ﹤0.01% 4054
2022
Q3 		$8K Sell
152
-14
-8% -$810 ﹤0.01% 4168
2022
Q2 		$9K Sell
166
-1
-0.6% -$61 ﹤0.01% 4153
2022
Q1 		$11K Hold
167
– – ﹤0.01% 4234
2021
Q4 		$11K Sell
167
-9
-5% -$576 ﹤0.01% 3623
2021
Q3 		$11K Buy
176
+116
+193% +$7.16K ﹤0.01% 3602
2021
Q2 		$4K Buy
+60
New +$3.83K ﹤0.01% 3798
2020
Q2 		– Sell
-277
Closed -$7K – 4147
2020
Q1 		$7K Sell
277
-4
-1% -$140 ﹤0.01% 3196
2019
Q4 		$11K Buy
281
+90
+47% +$3.46K ﹤0.01% 3256
2019
Q3 		$7K Buy
191
+1
+0.5% +$36 ﹤0.01% 3336
2019
Q2 		$7K Hold
190
– – ﹤0.01% 3316
2019
Q1 		$7K Buy
190
+188
+9,400% +$6.71K ﹤0.01% 3203
2018
Q4 		$0 Buy
+2
New +$72 ﹤0.01% 4129

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

Fidelity Investments's SYLD Position: Q2 2026 in Review

Fidelity Investments increased its Cambria Shareholder Yield ETF (SYLD) stake by 147% in Q2 2026, buying an estimated $106K and bringing the position to 2,271 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #3716.

Fidelity Investments first reported a position in SYLD in Q4 2018 and has held it in 27 quarters since. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Fidelity Investments held 2,271 shares of Cambria Shareholder Yield ETF worth $180K as of Q2 2026.
  • Fidelity Investments bought 1,350 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $106K.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3716 holding.
  • Fidelity Investments first reported a position in Cambria Shareholder Yield ETF in Q4 2018 and has held it in 27 quarters since.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.