KAS
CET

Kestra Advisory Services’s Central Securities Corp CET Stock Holding History

Kestra Advisory Services’s Portfolio CET Stock Details CET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$787K Sell
15,851
-283
-2% -$14.6K ﹤0.01% 1897
2025
Q4 		$818K Buy
16,134
+7
+0% +$354 ﹤0.01% 1799
2025
Q3 		$828K Sell
16,127
-237
-1% -$11.7K ﹤0.01% 1715
2025
Q2 		$783K Sell
16,364
-172
-1% -$7.81K ﹤0.01% 1649
2025
Q1 		$743K Sell
16,536
-314
-2% -$14.6K ﹤0.01% 1573
2024
Q4 		$770K Buy
16,850
+127
+0.8% +$5.93K ﹤0.01% 1565
2024
Q3 		$767K Sell
16,723
-125
-0.7% -$5.53K ﹤0.01% 1499
2024
Q2 		$742K Buy
+16,848
New +$711K ﹤0.01% 1505

Other funds holding CET

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BCM
Brasada Capital Management Houston, Texas $545M AUM 18.58% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Kestra Advisory Services reduced its Central Securities Corp (CET) stake by 1.8% in Q1 2026, selling an estimated $14.6K and leaving 15,851 shares worth $787K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Kestra Advisory Services first reported a position in CET in Q2 2024 and has held it in 8 quarters since. The position peaked at $828K in Q3 2025. 89 funds tracked by Wall St. Rank hold CET as of Q1 2026.

  • Kestra Advisory Services held 15,851 shares of Central Securities Corp worth $787K as of Q1 2026.
  • Kestra Advisory Services sold 283 Central Securities Corp shares in Q1 2026, an estimated $14.6K.
  • Central Securities Corp made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1897 holding.
  • Kestra Advisory Services first reported a position in Central Securities Corp in Q2 2024 and has held it in 8 quarters since.
  • Kestra Advisory Services's Central Securities Corp position peaked at $828K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Central Securities Corp as of Q1 2026.

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