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Sandy Spring Bank’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Sandy Spring Bank’s Portfolio DYNF Stock Details DYNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$50.7K Hold
1,040
– – ﹤0.01% 571
2024
Q4 		$53.3K Hold
1,040
– – ﹤0.01% 564
2024
Q3 		$51.4K Hold
1,040
– – ﹤0.01% 584
2024
Q2 		$48.8K Hold
1,040
– – ﹤0.01% 597
2024
Q1 		$46.2K Buy
+1,040
New +$43.6K ﹤0.01% 600

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sandy Spring Bank's DYNF Position: Q1 2025 in Review

Sandy Spring Bank held its BlackRock US Equity Factor Rotation ETF (DYNF) position steady in Q1 2025 at 1,040 shares worth $50.7K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Sandy Spring Bank first reported a position in DYNF in Q1 2024 and has held it in 5 quarters since. The position peaked at $53.3K in Q4 2024. 557 funds tracked by Wall St. Rank hold DYNF as of Q1 2025.

  • Sandy Spring Bank held 1,040 shares of BlackRock US Equity Factor Rotation ETF worth $50.7K as of Q1 2025.
  • Sandy Spring Bank left its BlackRock US Equity Factor Rotation ETF share count unchanged in Q1 2025.
  • BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #571 holding.
  • Sandy Spring Bank first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 5 quarters since.
  • Sandy Spring Bank's BlackRock US Equity Factor Rotation ETF position peaked at $53.3K in Q4 2024.
  • 557 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.