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Kesler Norman & Wride’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Kesler Norman & Wride’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
Q1 		$4.37M Sell
57,955
-148
-0.3% -$11.1K 0.75% 48
2025
Q4 		$4.04M Sell
58,103
-4,041
-7% -$278K 0.69% 51
2025
Q3 		$4.26M Buy
62,144
+3,552
+6% +$241K 0.83% 46
2025
Q2 		$3.81M Sell
58,592
-48
-0.1% -$2.99K 0.68% 50
2025
Q1 		$3.74M Sell
58,640
-3,504
-6% -$237K 0.71% 49
2024
Q4 		$4.26M Sell
62,144
-24,160
-28% -$1.74M 0.92% 41
2024
Q3 		$6.25M Sell
86,304
-3,212
-4% -$224K 1.23% 25
2024
Q2 		$6.11M Buy
89,516
+709
+0.8% +$49.6K 1.3% 26
2024
Q1 		$6.51M Buy
88,807
+4,867
+6% +$334K 1.38% 22
2023
Q4 		$5.67M Buy
83,940
+27,117
+48% +$1.69M 1.3% 28
2023
Q3 		$3.52M Buy
56,823
+22,836
+67% +$1.43M 0.88% 40
2023
Q2 		$2.08M Buy
33,987
+765
+2% +$44.3K 0.5% 60
2023
Q1 		$1.95M Sell
33,222
-373
-1% -$23.1K 0.49% 63
2022
Q4 		$1.99M Buy
33,595
+24,515
+270% +$1.46M 0.51% 60
2022
Q3 		$478K Buy
9,080
+3,011
+50% +$174K 0.13% 135
2022
Q2 		$330K Buy
+6,069
New +$371K 0.09% 133

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kesler Norman & Wride's SYLD Position: Q1 2026 in Review

Kesler Norman & Wride reduced its Cambria Shareholder Yield ETF (SYLD) stake by 0.25% in Q1 2026, selling an estimated $11.1K and leaving 57,955 shares worth $4.37M. The position accounts for 0.75% of the portfolio, ranked #48.

Kesler Norman & Wride first reported a position in SYLD in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.51M in Q1 2024. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

  • Kesler Norman & Wride held 57,955 shares of Cambria Shareholder Yield ETF worth $4.37M as of Q1 2026.
  • Kesler Norman & Wride sold 148 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $11.1K.
  • Cambria Shareholder Yield ETF made up 0.75% of Kesler Norman & Wride's portfolio in Q1 2026, its #48 holding.
  • Kesler Norman & Wride first reported a position in Cambria Shareholder Yield ETF in Q2 2022 and has held it in 16 quarters since.
  • Kesler Norman & Wride's Cambria Shareholder Yield ETF position peaked at $6.51M in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Kesler Norman & Wride's 13F filing for Q1 2026, filed 6 May 2026.