&Partners’s Davis Select Financial ETF DFNL Stock Holding History

&Partners’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	$216K	Buy	+4,813	New	+$227K	﹤0.01%	2203

Other funds holding DFNL

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

&Partners's DFNL Position: Q1 2026 in Review

&Partners opened a new position in Davis Select Financial ETF (DFNL) in Q1 2026: 4,813 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #2203 among its holdings.

60 funds tracked by Wall St. Rank hold DFNL as of Q1 2026.

&Partners held 4,813 shares of Davis Select Financial ETF worth $216K as of Q1 2026.
Davis Select Financial ETF was a new &Partners position in Q1 2026.
Davis Select Financial ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2203 holding.
60 funds tracked by Wall St. Rank held Davis Select Financial ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.