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Kastel Capital Advisors, LLC Last Quarter Change: USA Stocks, Sold Out

Kastel Capital Advisors, LLC quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Kastel Capital Advisors, LLC opened 1 positions, added to 1, reduced 1, sold out of 2 and left 1 unchanged. The largest increase in value was BWXT (+$211,647); the largest decrease was SGOL (-$508,385).

  • BR: Country of operation United States; Class COM; Shares 2026-03-31 1,067; Shares 2026-06-30 0.
  • GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 645; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 2111663): 2026-03-31 (filed 2026-04-20) and 2026-06-30 (filed 2026-07-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
BR
BROADRIDGE FINL SOLUTIONS IN
United StatesCOM1,0670-1,067$238,122$0-$238,122
GOOGL
ALPHABET INC
United StatesCAP STK CL A6450-645$201,811$0-$201,811

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