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BOLTON SECURITIES CORPORATION’s Davis Select US Equity ETF DUSA Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio DUSA Stock Details DUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.27M Buy
+25,108
New +$1.3M 0.06% 326
2025
Q3 		$1.11M Buy
+23,071
New +$1.09M 0.05% 347
2025
Q1 		$956K Buy
+22,593
New +$993K 0.06% 348

Other funds holding DUSA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $351M AUM 16% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DUSA Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Davis Select US Equity ETF (DUSA) in Q1 2026: 25,108 shares worth $1.27M. The stake represents 0.06% of the portfolio and ranks #326 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in DUSA as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in DUSA in Q1 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold DUSA as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 25,108 shares of Davis Select US Equity ETF worth $1.27M as of Q1 2026.
  • Davis Select US Equity ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Davis Select US Equity ETF made up 0.06% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #326 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Davis Select US Equity ETF in Q1 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.