Kestra Advisory Services
ARWR icon

Kestra Advisory Services’s Arrowhead Research ARWR Stock Holding History

Kestra Advisory Services’s Portfolio ARWR Stock Details ARWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,520
Closed -$205K – 3451
2026
Q2 		$205K Buy
+2,520
New +$186K ﹤0.01% 3089
2026
Q1 		– Sell
-2,175
Closed -$144K – 3190
2025
Q4 		$144K Buy
+2,175
New +$107K ﹤0.01% 3153

Other funds holding ARWR

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Dimensional Fund Advisors
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Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Western Financial Corp
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kestra Advisory Services's ARWR Position: Q3 2026 in Review

Kestra Advisory Services sold out of Arrowhead Research (ARWR) in Q3 2026, closing a stake of 2,520 shares — an estimated $205K sold.

Kestra Advisory Services first reported a position in ARWR in Q4 2025 and held it in 2 quarters. The position peaked at $205K in Q2 2026. 199 funds tracked by Wall St. Rank hold ARWR as of Q3 2026.

  • Kestra Advisory Services reported no remaining Arrowhead Research position as of Q3 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,520 Arrowhead Research shares in Q3 2026, an estimated $205K.
  • Kestra Advisory Services first reported a position in Arrowhead Research in Q4 2025 and held it in 2 quarters.
  • Kestra Advisory Services's Arrowhead Research position peaked at $205K in Q2 2026.
  • 199 funds tracked by Wall St. Rank held Arrowhead Research as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.