Stifel Financial
SYLD icon

Stifel Financial’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Stifel 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 		$2.44M Sell
30,915
-113
-0.4% -$8.85K ﹤0.01% 1939
2026
Q1 		$2.34M Sell
31,028
-8,525
-22% -$637K ﹤0.01% 1851
2025
Q4 		$2.75M Buy
39,553
+4,363
+12% +$300K ﹤0.01% 1714
2025
Q3 		$2.42M Sell
35,190
-481
-1% -$32.6K ﹤0.01% 1778
2025
Q2 		$2.32M Sell
35,671
-25,419
-42% -$1.58M ﹤0.01% 1741
2025
Q1 		$3.9M Sell
61,090
-32,998
-35% -$2.23M ﹤0.01% 1327
2024
Q4 		$6.44M Buy
94,088
+11,861
+14% +$856K 0.01% 1069
2024
Q3 		$5.95M Buy
82,227
+7,501
+10% +$524K 0.01% 1107
2024
Q2 		$5.1M Buy
74,726
+8,093
+12% +$566K 0.01% 1114
2024
Q1 		$4.88M Buy
66,633
+7,101
+12% +$487K 0.01% 1157
2023
Q4 		$4.02M Buy
59,532
+12,147
+26% +$757K 0.01% 1228
2023
Q3 		$2.93M Buy
47,385
+3,788
+9% +$237K ﹤0.01% 1344
2023
Q2 		$2.67M Sell
43,597
-26,336
-38% -$1.53M ﹤0.01% 1426
2023
Q1 		$4.11M Sell
69,933
-4,630
-6% -$287K 0.01% 1133
2022
Q4 		$4.42M Sell
74,563
-3,769
-5% -$225K 0.01% 1054
2022
Q3 		$4.12M Buy
78,332
+11,115
+17% +$643K 0.01% 1035
2022
Q2 		$3.66M Buy
67,217
+7,524
+13% +$460K 0.01% 1129
2022
Q1 		$3.81M Buy
59,693
+47,346
+383% +$3.02M 0.01% 1205
2021
Q4 		$798K Sell
12,347
-29,133
-70% -$1.86M ﹤0.01% 2289
2021
Q3 		$2.5M Buy
+41,480
New +$2.56M ﹤0.01% 1432

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial's SYLD Position: Q2 2026 in Review

Stifel Financial reduced its Cambria Shareholder Yield ETF (SYLD) stake by 0.36% in Q2 2026, selling an estimated $8.85K and leaving 30,915 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Stifel Financial first reported a position in SYLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.44M in Q4 2024. 166 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Stifel Financial held 30,915 shares of Cambria Shareholder Yield ETF worth $2.44M as of Q2 2026.
  • Stifel Financial sold 113 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $8.85K.
  • Cambria Shareholder Yield ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1939 holding.
  • Stifel Financial first reported a position in Cambria Shareholder Yield ETF in Q3 2021 and has held it in 20 quarters since.
  • Stifel Financial's Cambria Shareholder Yield ETF position peaked at $6.44M in Q4 2024.
  • 166 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.