Foresight Capital Management Advisors’s Davis Select Financial ETF DFNL Stock Holding History

Foresight Capital Management Advisors’s Portfolio DFNL Stock Details DFNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$255K	Buy	5,164 +89	+2%	+$4.18K	0.12%	72
2026 Q1	$228K	Buy	+5,075	New	+$239K	0.13%	69

Other funds holding DFNL

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Foresight Capital Management Advisors's DFNL Position: Q2 2026 in Review

Foresight Capital Management Advisors increased its Davis Select Financial ETF (DFNL) stake by 1.8% in Q2 2026, buying an estimated $4.18K and bringing the position to 5,164 shares worth $255K. The position accounts for 0.12% of the portfolio, ranked #72.

Foresight Capital Management Advisors first reported a position in DFNL in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold DFNL as of Q2 2026.

Foresight Capital Management Advisors held 5,164 shares of Davis Select Financial ETF worth $255K as of Q2 2026.
Foresight Capital Management Advisors bought 89 Davis Select Financial ETF shares in Q2 2026, an estimated $4.18K.
Davis Select Financial ETF made up 0.12% of Foresight Capital Management Advisors's portfolio in Q2 2026, its #72 holding.
Foresight Capital Management Advisors first reported a position in Davis Select Financial ETF in Q1 2026 and has held it in 2 quarters since.
24 funds tracked by Wall St. Rank held Davis Select Financial ETF as of Q2 2026.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.