Kestra Advisory Services
BFLY icon

Kestra Advisory Services’s Butterfly Network BFLY Stock Holding History

Kestra Advisory Services’s Portfolio BFLY Stock Details BFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$270K Sell
30,100
-15,100
-33% -$123K ﹤0.01% 3053
2026
Q2 		$381K Buy
45,200
+17,350
+62% +$89.8K ﹤0.01% 2553
2026
Q1 		$113K Buy
27,850
+6,335
+29% +$24.5K ﹤0.01% 3019
2025
Q4 		$81.8K Buy
+21,515
New +$58.5K ﹤0.01% 3587
2025
Q3 		– Sell
-11,965
Closed -$23.9K – 2904
2025
Q2 		$23.9K Buy
+11,965
New +$27.5K ﹤0.01% 2796
2025
Q1 		– Sell
-11,777
Closed -$36.7K – 2770
2024
Q4 		$36.7K Sell
11,777
-1,260
-10% -$3.28K ﹤0.01% 2623
2024
Q3 		$23.1K Hold
13,037
– – ﹤0.01% 2525
2024
Q2 		$11K Sell
13,037
-1,747
-12% -$1.63K ﹤0.01% 2605
2024
Q1 		$16K Sell
14,784
-2,383
-14% -$2.56K ﹤0.01% 2436
2023
Q4 		$18.5K Sell
17,167
-4,049
-19% -$4.01K ﹤0.01% 2249
2023
Q3 		$25K Sell
21,216
-426
-2% -$825 ﹤0.01% 2080
2023
Q2 		$49.8K Hold
21,642
– – ﹤0.01% 2050
2023
Q1 		$40.7K Sell
21,642
-2,880
-12% -$6.73K ﹤0.01% 2001
2022
Q4 		$60.3K Sell
24,522
-1,650
-6% -$5.92K ﹤0.01% 2170
2022
Q3 		$123K Sell
26,172
-13,750
-34% -$72.6K ﹤0.01% 1954
2022
Q2 		$123K Buy
39,922
+4,000
+11% +$13.8K ﹤0.01% 1968
2022
Q1 		$171K Buy
35,922
+5,553
+18% +$30.5K ﹤0.01% 1878
2021
Q4 		$203K Buy
30,369
+750
+3% +$6.6K ﹤0.01% 1868
2021
Q3 		$309K Buy
29,619
+1,600
+6% +$18.5K ﹤0.01% 1650
2021
Q2 		$406K Buy
28,019
+3,880
+16% +$52.4K ﹤0.01% 1391
2021
Q1 		$406K Buy
24,139
+7,199
+42% +$142K 0.01% 1287
2020
Q4 		$347K Buy
+16,940
New +$217K ﹤0.01% 1396

Other funds holding BFLY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fosun International
Fosun International Hong Kong, China $369M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Perkins Capital Management
Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Kestra Advisory Services reduced its Butterfly Network (BFLY) stake by 33% in Q3 2026, selling an estimated $123K and leaving 30,100 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #3053.

Kestra Advisory Services first reported a position in BFLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $406K in Q2 2021. 134 funds tracked by Wall St. Rank hold BFLY as of Q3 2026.

  • Kestra Advisory Services held 30,100 shares of Butterfly Network worth $270K as of Q3 2026.
  • Kestra Advisory Services sold 15,100 Butterfly Network shares in Q3 2026, an estimated $123K.
  • Butterfly Network made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3053 holding.
  • Kestra Advisory Services first reported a position in Butterfly Network in Q4 2020 and has held it in 22 quarters since.
  • Kestra Advisory Services's Butterfly Network position peaked at $406K in Q2 2021.
  • 134 funds tracked by Wall St. Rank held Butterfly Network as of Q3 2026.

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