Raymond James Financial’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Raymond James 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 Q1	$31.2M	Sell	414,022 -43,082	-9%	-$3.22M	0.01%	1159
2025 Q4	$31.8M	Sell	457,104 -77,149	-14%	-$5.3M	0.01%	1121
2025 Q3	$36.7M	Buy	534,253 +25,172	+5%	+$1.7M	0.01%	1002
2025 Q2	$33.1M	Buy	509,081 +24,905	+5%	+$1.55M	0.01%	1022
2025 Q1	$30.9M	Buy	484,176 +60,768	+14%	+$4.12M	0.01%	1008
2024 Q4	$29M	Buy	+423,408	New	+$30.6M	0.01%	1055

Other funds holding SYLD

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial's SYLD Position: Q1 2026 in Review

Raymond James Financial reduced its Cambria Shareholder Yield ETF (SYLD) stake by 9.4% in Q1 2026, selling an estimated $3.22M and leaving 414,022 shares worth $31.2M. The position accounts for 0.01% of the portfolio, ranked #1159.

Raymond James Financial first reported a position in SYLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $36.7M in Q3 2025. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

Raymond James Financial held 414,022 shares of Cambria Shareholder Yield ETF worth $31.2M as of Q1 2026.
Raymond James Financial sold 43,082 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $3.22M.
Cambria Shareholder Yield ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1159 holding.
Raymond James Financial first reported a position in Cambria Shareholder Yield ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Cambria Shareholder Yield ETF position peaked at $36.7M in Q3 2025.
167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.