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Nations Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

Nations Financial Group’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Buy
8,403
+188
+2% +$28.9K 0.06% 309
2026
Q1 		$1.24M Buy
8,215
+170
+2% +$25.7K 0.06% 318
2025
Q4 		$1.14M Buy
8,045
+2,388
+42% +$337K 0.06% 317
2025
Q3 		$804K Buy
5,657
+355
+7% +$49.2K 0.05% 374
2025
Q2 		$704K Buy
5,302
+1,047
+25% +$136K 0.05% 380
2025
Q1 		$571K Sell
4,255
-5
-0.1% -$670 0.04% 392
2024
Q4 		$559K Buy
4,260
+98
+2% +$13.4K 0.04% 409
2024
Q3 		$562K Sell
4,162
-43
-1% -$5.56K 0.04% 408
2024
Q2 		$509K Sell
4,205
-132
-3% -$16K 0.04% 397
2024
Q1 		$534K Sell
4,337
-129
-3% -$15.1K 0.05% 398
2023
Q4 		$524K Sell
4,466
-1,053
-19% -$116K 0.05% 380
2023
Q3 		$594K Sell
5,519
-988
-15% -$112K 0.06% 323
2023
Q2 		$737K Sell
6,507
-2,085
-24% -$238K 0.07% 286
2023
Q1 		$1.01M Buy
8,592
+468
+6% +$56.6K 0.11% 225
2022
Q4 		$980K Buy
8,124
+4,026
+98% +$476K 0.11% 227
2022
Q3 		$439K Buy
4,098
+1,176
+40% +$141K 0.06% 317
2022
Q2 		$344K Buy
2,922
+25
+0.9% +$3.13K 0.05% 380
2022
Q1 		$371K Buy
+2,897
New +$362K 0.04% 375

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nations Financial Group's DVY Position: Q2 2026 in Review

Nations Financial Group increased its iShares Select Dividend ETF (DVY) stake by 2.3% in Q2 2026, buying an estimated $28.9K and bringing the position to 8,403 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #309.

Nations Financial Group first reported a position in DVY in Q1 2022 and has held it in 18 quarters since. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Nations Financial Group held 8,403 shares of iShares Select Dividend ETF worth $1.31M as of Q2 2026.
  • Nations Financial Group bought 188 iShares Select Dividend ETF shares in Q2 2026, an estimated $28.9K.
  • iShares Select Dividend ETF made up 0.06% of Nations Financial Group's portfolio in Q2 2026, its #309 holding.
  • Nations Financial Group first reported a position in iShares Select Dividend ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.