Harel Insurance Investments & Financial Services’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Harel Insurance Investments & Financial Services’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	–	Sell	-4,300	Closed	-$324K	–	569
2026 Q1	$324K	Buy	+4,300	New	+$321K	﹤0.01%	251
2025 Q4	–	Sell	-7,000	Closed	-$479K	–	476
2025 Q3	$479K	Hold	7,000	–	–	﹤0.01%	234
2025 Q2	$455K	Buy	7,000 +4,700	+204%	+$293K	0.01%	233
2025 Q1	$147K	Buy	+2,300	New	+$156K	﹤0.01%	293
2024 Q4	–	Sell	-1,500	Closed	-$109K	–	516
2024 Q3	$109K	Buy	+1,500	New	+$105K	﹤0.01%	269

Other funds holding SYLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

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

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SYLD Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2026, closing a stake of 4,300 shares — an estimated $324K sold.

Harel Insurance Investments & Financial Services first reported a position in SYLD in Q3 2024 and held it in 5 quarters. The position peaked at $479K in Q3 2025. 97 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

Harel Insurance Investments & Financial Services reported no remaining Cambria Shareholder Yield ETF position as of Q2 2026 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 4,300 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $324K.
Harel Insurance Investments & Financial Services first reported a position in Cambria Shareholder Yield ETF in Q3 2024 and held it in 5 quarters.
Harel Insurance Investments & Financial Services's Cambria Shareholder Yield ETF position peaked at $479K in Q3 2025.
97 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.