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Kestra Advisory Services’s Dakota Gold DC Stock Holding History

Kestra Advisory Services’s Portfolio DC Stock Details DC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$417K Buy
82,642
+62,320
+307% +$369K ﹤0.01% 2363
2025
Q4 		$115K Buy
+20,322
New +$97.6K ﹤0.01% 3318

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VCM
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ORP
Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

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

Kestra Advisory Services increased its Dakota Gold (DC) stake by 307% in Q1 2026, buying an estimated $369K and bringing the position to 82,642 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Kestra Advisory Services first reported a position in DC in Q4 2025 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold DC as of Q1 2026.

  • Kestra Advisory Services held 82,642 shares of Dakota Gold worth $417K as of Q1 2026.
  • Kestra Advisory Services bought 62,320 Dakota Gold shares in Q1 2026, an estimated $369K.
  • Dakota Gold made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2363 holding.
  • Kestra Advisory Services first reported a position in Dakota Gold in Q4 2025 and has held it in 2 quarters since.
  • 175 funds tracked by Wall St. Rank held Dakota Gold as of Q1 2026.

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