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Kestra Advisory Services’s Bowman Consulting BWMN Stock Holding History

Kestra Advisory Services’s Portfolio BWMN Stock Details BWMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-675
Closed -$22.3K – 3294
2025
Q4 		$22.3K Buy
+675
New +$25.6K ﹤0.01% 4452
2025
Q1 		– Sell
-10,570
Closed -$264K – 2776
2024
Q4 		$264K Sell
10,570
-6,730
-39% -$164K ﹤0.01% 2326
2024
Q3 		$417K Buy
17,300
+3,085
+22% +$85.4K ﹤0.01% 1883
2024
Q2 		$452K Buy
14,215
+6,635
+88% +$210K ﹤0.01% 1849
2024
Q1 		$264K Buy
+7,580
New +$261K ﹤0.01% 2089
2023
Q4 		– Sell
-7,410
Closed -$208K – 2282
2023
Q3 		$208K Buy
+7,410
New +$226K ﹤0.01% 1911
2023
Q1 		– Sell
-75,805
Closed -$1.66M – 2097
2022
Q4 		$1.66M Sell
75,805
-500
-0.7% -$8.71K 0.01% 822
2022
Q3 		$1.11M Buy
+76,305
New +$1.1M 0.01% 923

Other funds holding BWMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Kestra Advisory Services's BWMN Position: Q1 2026 in Review

Kestra Advisory Services sold out of Bowman Consulting (BWMN) in Q1 2026, closing a stake of 675 shares — an estimated $22.3K sold.

Kestra Advisory Services first reported a position in BWMN in Q3 2022 and held it in 8 quarters. The position peaked at $1.66M in Q4 2022. 136 funds tracked by Wall St. Rank hold BWMN as of Q1 2026.

  • Kestra Advisory Services reported no remaining Bowman Consulting position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 675 Bowman Consulting shares in Q1 2026, an estimated $22.3K.
  • Kestra Advisory Services first reported a position in Bowman Consulting in Q3 2022 and held it in 8 quarters.
  • Kestra Advisory Services's Bowman Consulting position peaked at $1.66M in Q4 2022.
  • 136 funds tracked by Wall St. Rank held Bowman Consulting as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.