KAS
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Kestra Advisory Services’s Birks Group BGI Stock Holding History

Kestra Advisory Services’s Portfolio BGI Stock Details BGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8
Closed -$9 – 2831
2025
Q1 		$9 Buy
+8
New +$11 ﹤0.01% 2746

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XT
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TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Centerpoint Advisors Needham, Massachusetts $307M AUM 19.69% 1-Year Est. Return

Kestra Advisory Services's BGI Position: Q2 2025 in Review

Kestra Advisory Services sold out of Birks Group (BGI) in Q2 2025, closing a stake of 8 shares — an estimated $9 sold.

Kestra Advisory Services first reported a position in BGI in Q1 2025 and held it in 1 quarter. The position peaked at $9 in Q1 2025. 6 funds tracked by Wall St. Rank hold BGI as of Q2 2025.

  • Kestra Advisory Services reported no remaining Birks Group position as of Q2 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 8 Birks Group shares in Q2 2025, an estimated $9.
  • Kestra Advisory Services first reported a position in Birks Group in Q1 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Birks Group position peaked at $9 in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Birks Group as of Q2 2025.

Based on Kestra Advisory Services's 13F filing for Q2 2025, filed 15 Aug 2025.