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Kestra Advisory Services, LLC

Position in DFNL — Davis Select Financial ETF

CIK 1830819 AUSTIN, TX

Position in DFNL

as of Mar 31, 2026 · filed Apr 30, 2026
Position Value
$2,056,362
-$40,531 QoQ
Shares Held
45,860
+5.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record

Common Shares in DFNL Over Time

Shares Held

Position Value (USD)

All Filings in DFNL

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,056,362 45,860
2025-12-31 $2,096,893 43,387
2025-09-30 $1,714,878 37,923