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Lodestone Wealth Management’s Davis Select Financial ETF DFNL Stock Holding History

Lodestone Wealth Management’s Portfolio DFNL Stock Details DFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-165
Closed -$7.97K – 787
2025
Q4 		$7.97K Buy
+165
New +$7.59K ﹤0.01% 535

Other funds holding DFNL

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lodestone Wealth Management's DFNL Position: Q1 2026 in Review

Lodestone Wealth Management sold out of Davis Select Financial ETF (DFNL) in Q1 2026, closing a stake of 165 shares — an estimated $7.97K sold.

Lodestone Wealth Management first reported a position in DFNL in Q4 2025 and held it in 1 quarter. The position peaked at $7.97K in Q4 2025. 60 funds tracked by Wall St. Rank hold DFNL as of Q1 2026.

  • Lodestone Wealth Management reported no remaining Davis Select Financial ETF position as of Q1 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 165 Davis Select Financial ETF shares in Q1 2026, an estimated $7.97K.
  • Lodestone Wealth Management first reported a position in Davis Select Financial ETF in Q4 2025 and held it in 1 quarter.
  • Lodestone Wealth Management's Davis Select Financial ETF position peaked at $7.97K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Davis Select Financial ETF as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.