Kestra Advisory Services
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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
Q3 		$394K Sell
64,772
-1,250
-2% -$6.88K ﹤0.01% 2713
2026
Q2 		$281K Sell
66,022
-16,620
-20% -$89.7K ﹤0.01% 2830
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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Trek Financial
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Global Strategic Management
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Fiscal Wisdom Wealth Management
Fiscal Wisdom Wealth Management Canton, Connecticut $84.1M AUM 38.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Higgins & Schmidt Wealth Strategies
Higgins & Schmidt Wealth Strategies Denver, Colorado $246M AUM 14.42% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Kestra Advisory Services's DC Position: Q3 2026 in Review

Kestra Advisory Services reduced its Dakota Gold (DC) stake by 1.9% in Q3 2026, selling an estimated $6.88K and leaving 64,772 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #2713.

Kestra Advisory Services first reported a position in DC in Q4 2025 and has held it in 4 quarters since. The position peaked at $417K in Q1 2026. 58 funds tracked by Wall St. Rank hold DC as of Q3 2026.

  • Kestra Advisory Services held 64,772 shares of Dakota Gold worth $394K as of Q3 2026.
  • Kestra Advisory Services sold 1,250 Dakota Gold shares in Q3 2026, an estimated $6.88K.
  • Dakota Gold made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2713 holding.
  • Kestra Advisory Services first reported a position in Dakota Gold in Q4 2025 and has held it in 4 quarters since.
  • Kestra Advisory Services's Dakota Gold position peaked at $417K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Dakota Gold as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.