Kestra Advisory Services’s Sprinklr CXM Stock Holding History

Kestra Advisory Services’s Portfolio CXM Stock Details CXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,794	Closed	-$45.1K	–	3396
2025 Q4	$45.1K	Buy	+5,794	New	+$44.1K	﹤0.01%	4012

Other funds holding CXM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HFCII

H&F Corporate Investors IX San Francisco, California $65.2M AUM 28.14% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

SSP

Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

Kestra Advisory Services sold out of Sprinklr (CXM) in Q1 2026, closing a stake of 5,794 shares — an estimated $45.1K sold.

Kestra Advisory Services first reported a position in CXM in Q4 2025 and held it in 1 quarter. The position peaked at $45.1K in Q4 2025. 278 funds tracked by Wall St. Rank hold CXM as of Q1 2026.

Kestra Advisory Services reported no remaining Sprinklr position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 5,794 Sprinklr shares in Q1 2026, an estimated $45.1K.
Kestra Advisory Services first reported a position in Sprinklr in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Sprinklr position peaked at $45.1K in Q4 2025.
278 funds tracked by Wall St. Rank held Sprinklr as of Q1 2026.

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