Granite FO LLC
DVY icon

Granite FO LLC’s iShares Select Dividend ETF DVY Stock Holding History

Granite FO LLC’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.37M Hold
15,587
– – 1.27% 13
2026
Q2 		$2.44M Sell
15,587
-7,650
-33% -$1.18M 1.29% 12
2026
Q1 		$3.52M Sell
23,237
-5,350
-19% -$808K 2.08% 10
2025
Q4 		$4.03M Hold
28,587
– – 2.15% 10
2025
Q3 		$4.06M Hold
28,587
– – 2.21% 10
2025
Q2 		$3.8M Sell
28,587
-750
-3% -$97.1K 2.15% 10
2025
Q1 		$3.94M Hold
29,337
– – 2.24% 10
2024
Q4 		$3.85M Hold
29,337
– – 2.2% 11
2024
Q3 		$3.96M Sell
29,337
-1,855
-6% -$240K 2.24% 10
2024
Q2 		$3.77M Buy
31,192
+1,855
+6% +$225K 2.41% 10
2024
Q1 		$3.88M Sell
29,337
-1,855
-6% -$217K 2.28% 9
2023
Q4 		$3.66M Hold
31,192
– – 2.45% 9
2023
Q3 		$3.36M Sell
31,192
-2,150
-6% -$245K 2.36% 10
2023
Q2 		$3.78M Hold
33,342
– – 2.58% 9
2023
Q1 		$3.92M Buy
33,342
+2,300
+7% +$278K 2.42% 8
2022
Q4 		$3.9M Buy
+31,042
New +$3.67M 3% 9

Other funds holding DVY

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Granite FO LLC's DVY Position: Q3 2026 in Review

Granite FO LLC held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 15,587 shares worth $2.37M. The position accounts for 1.27% of the portfolio, ranked #13.

Granite FO LLC first reported a position in DVY in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.06M in Q3 2025. 689 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

  • Granite FO LLC held 15,587 shares of iShares Select Dividend ETF worth $2.37M as of Q3 2026.
  • Granite FO LLC left its iShares Select Dividend ETF share count unchanged in Q3 2026.
  • iShares Select Dividend ETF made up 1.27% of Granite FO LLC's portfolio in Q3 2026, its #13 holding.
  • Granite FO LLC first reported a position in iShares Select Dividend ETF in Q4 2022 and has held it in 16 quarters since.
  • Granite FO LLC's iShares Select Dividend ETF position peaked at $4.06M in Q3 2025.
  • 689 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.