Foresight Capital Management Advisors
DFNL icon

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
Q3 		$228K Sell
4,729
-435
-8% -$22.3K 0.11% 75
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

Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Foresight Capital Management Advisors's DFNL Position: Q3 2026 in Review

Foresight Capital Management Advisors reduced its Davis Select Financial ETF (DFNL) stake by 8.4% in Q3 2026, selling an estimated $22.3K and leaving 4,729 shares worth $228K. The position accounts for 0.11% of the portfolio, ranked #75.

Foresight Capital Management Advisors first reported a position in DFNL in Q1 2026 and has held it in 3 quarters since. The position peaked at $255K in Q2 2026. 52 funds tracked by Wall St. Rank hold DFNL as of Q3 2026.

  • Foresight Capital Management Advisors held 4,729 shares of Davis Select Financial ETF worth $228K as of Q3 2026.
  • Foresight Capital Management Advisors sold 435 Davis Select Financial ETF shares in Q3 2026, an estimated $22.3K.
  • Davis Select Financial ETF made up 0.11% of Foresight Capital Management Advisors's portfolio in Q3 2026, its #75 holding.
  • Foresight Capital Management Advisors first reported a position in Davis Select Financial ETF in Q1 2026 and has held it in 3 quarters since.
  • Foresight Capital Management Advisors's Davis Select Financial ETF position peaked at $255K in Q2 2026.
  • 52 funds tracked by Wall St. Rank held Davis Select Financial ETF as of Q3 2026.

Based on Foresight Capital Management Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.