CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Kelly Services Class A KELYA Stock Holding History

CAPTRUST Financial Advisors’s Portfolio KELYA Stock Details KELYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$103K Buy
11,601
+496
+4% +$4.73K ﹤0.01% 2810
2025
Q4 		$97.7K Buy
+11,105
New +$113K ﹤0.01% 2612
2022
Q3 		– Sell
-4,141
Closed -$82K – 3102
2022
Q2 		$82K Buy
4,141
+734
+22% +$14.4K ﹤0.01% 2362
2022
Q1 		$74K Buy
3,407
+1,024
+43% +$19.9K ﹤0.01% 2494
2021
Q4 		$40K Buy
2,383
+156
+7% +$2.85K ﹤0.01% 2833
2021
Q3 		$42K Sell
2,227
-235
-10% -$4.92K ﹤0.01% 2693
2021
Q2 		$59K Buy
2,462
+221
+10% +$5.46K ﹤0.01% 2408
2021
Q1 		$50K Buy
+2,241
New +$47.6K ﹤0.01% 2426
2020
Q4 		– Sell
-24
Closed – – 3455
2020
Q3 		$0 Buy
+24
New +$401 ﹤0.01% 3147

Other funds holding KELYA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return