Kingdom Financial Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Kingdom Financial Group’s Portfolio DYNF Stock Details DYNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$391K	Sell	5,747 -769	-12%	-$50K	0.1%	98
2026 Q1	$379K	Sell	6,516 -1,364	-17%	-$82.6K	0.11%	89
2025 Q4	$479K	Buy	+7,880	New	+$474K	0.15%	78
2025 Q1	–	Sell	-3,953	Closed	-$203K	–	47
2024 Q4	$203K	Sell	3,953 -167	-4%	-$8.6K	0.14%	50
2024 Q3	$204K	Sell	4,120 -1,351	-25%	-$64.4K	0.15%	49
2024 Q2	$257K	Buy	5,471 +313	+6%	+$14K	0.17%	44
2024 Q1	$229K	Buy	+5,158	New	+$216K	0.16%	55

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Kingdom Financial Group's DYNF Position: Q2 2026 in Review

Kingdom Financial Group reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 12% in Q2 2026, selling an estimated $50K and leaving 5,747 shares worth $391K. The position accounts for 0.1% of the portfolio, ranked #98.

Kingdom Financial Group first reported a position in DYNF in Q1 2024 and has held it in 7 quarters since. The position peaked at $479K in Q4 2025. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Kingdom Financial Group held 5,747 shares of BlackRock US Equity Factor Rotation ETF worth $391K as of Q2 2026.
Kingdom Financial Group sold 769 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $50K.
BlackRock US Equity Factor Rotation ETF made up 0.1% of Kingdom Financial Group's portfolio in Q2 2026, its #98 holding.
Kingdom Financial Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 7 quarters since.
Kingdom Financial Group's BlackRock US Equity Factor Rotation ETF position peaked at $479K in Q4 2025.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.