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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Kingdom Financial Group's DYNF Position: Q1 2026 in Review

Kingdom Financial Group reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 17% in Q1 2026, selling an estimated $82.6K and leaving 6,516 shares worth $379K. The position accounts for 0.11% of the portfolio, ranked #89.

Kingdom Financial Group first reported a position in DYNF in Q1 2024 and has held it in 6 quarters since. The position peaked at $479K in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Kingdom Financial Group held 6,516 shares of BlackRock US Equity Factor Rotation ETF worth $379K as of Q1 2026.
Kingdom Financial Group sold 1,364 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $82.6K.
BlackRock US Equity Factor Rotation ETF made up 0.11% of Kingdom Financial Group's portfolio in Q1 2026, its #89 holding.
Kingdom Financial Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 6 quarters since.
Kingdom Financial Group's BlackRock US Equity Factor Rotation ETF position peaked at $479K in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.