MF
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Meridian Financial’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Meridian Financial’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 		$742K Sell
9,386
-598
-6% -$46.8K 0.36% 63
2026
Q1 		$753K Sell
9,984
-1,503
-13% -$112K 0.41% 52
2025
Q4 		$799K Sell
11,487
-1,006
-8% -$69.1K 0.43% 50
2025
Q3 		$858K Sell
12,493
-1,141
-8% -$77.3K 0.48% 45
2025
Q2 		$887K Sell
13,634
-62
-0.5% -$3.86K 0.57% 38
2025
Q1 		$874K Buy
13,696
+51
+0.4% +$3.45K 0.61% 36
2024
Q4 		$934K Sell
13,645
-680
-5% -$49.1K 0.65% 34
2024
Q3 		$1.04M Buy
14,325
+712
+5% +$49.7K 0.69% 33
2024
Q2 		$929K Buy
13,613
+1,895
+16% +$132K 0.67% 33
2024
Q1 		$859K Sell
11,718
-250
-2% -$17.2K 0.64% 32
2023
Q4 		$809K Sell
11,968
-88
-0.7% -$5.48K 0.64% 31
2023
Q3 		$746K Buy
12,056
+34
+0.3% +$2.13K 0.69% 32
2023
Q2 		$735K Buy
12,022
+312
+3% +$18.1K 0.66% 32
2023
Q1 		$687K Buy
11,710
+409
+4% +$25.3K 0.67% 32
2022
Q4 		$670K Buy
11,301
+610
+6% +$36.4K 0.71% 32
2022
Q3 		$562K Buy
10,691
+903
+9% +$52.2K 0.65% 37
2022
Q2 		$533K Buy
9,788
+2,201
+29% +$134K 0.6% 37
2022
Q1 		$485K Buy
7,587
+2,512
+49% +$160K 0.5% 42
2021
Q4 		$328K Buy
+5,075
New +$325K 0.31% 64

Other funds holding SYLD

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
VP
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
Commonwealth Equity Services
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
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Meridian Financial's SYLD Position: Q2 2026 in Review

Meridian Financial reduced its Cambria Shareholder Yield ETF (SYLD) stake by 6% in Q2 2026, selling an estimated $46.8K and leaving 9,386 shares worth $742K. The position accounts for 0.36% of the portfolio, ranked #63.

Meridian Financial first reported a position in SYLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.04M in Q3 2024. 69 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Meridian Financial held 9,386 shares of Cambria Shareholder Yield ETF worth $742K as of Q2 2026.
  • Meridian Financial sold 598 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $46.8K.
  • Cambria Shareholder Yield ETF made up 0.36% of Meridian Financial's portfolio in Q2 2026, its #63 holding.
  • Meridian Financial first reported a position in Cambria Shareholder Yield ETF in Q4 2021 and has held it in 19 quarters since.
  • Meridian Financial's Cambria Shareholder Yield ETF position peaked at $1.04M in Q3 2024.
  • 69 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.