Kestra Investment Management, LLC quarter change: Foreign Stocks, Sold out
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Kestra Investment Management, LLC opened 1 positions, added to 1, reduced 1, sold out of 1 and left 0 unchanged. The largest increase in value was TSM (+$918,989); the largest decrease was SNY (-$240,563).
- SNY: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 4,993; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1962449): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-05). 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.
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