Kestra Advisory Services, LLC historic quarter change: USA Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Kestra Advisory Services, LLC opened 57 positions, added to 147, reduced 118 and sold out of 147.
- Q2 2026: Stock BERKSHIRE HATHAWAY INC DEL; Country of operation United States; Class CL A; Shares before 27.
- Q2 2026: Stock COLUMBIA FINL INC; Country of operation United States; Class COM; Shares before 11,873.
- Q2 2026: Stock BRC INC; Country of operation United States; Class COM CL A; Shares before 69,001.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1830819), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-09-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Woodline Partners LP | United States | $26.444B | 1,022 |
| PANAGORA ASSET MANAGEMENT INC | United States | $26.695B | 1,159 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | United States | $26.005B | 702 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | United States | $25.933B | 593 |
| State of New Jersey Common Pension Fund D | United States | $25.927B | 1,549 |
| NISA INVESTMENT ADVISORS, LLC | United States | $27.041B | 3,160 |
| Winslow Capital Management, LLC | United States | $25.648B | 149 |
| Blackstone Inc. | United States | $25.611B | 441 |
| USS Investment Management Ltd | United Kingdom | $25.566B | 512 |
| VANGUARD ADVISERS INC | United States | $25.509B | 668 |