Kestra Advisory Services’s eGain EGAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,121	Closed	-$63K	–	3462
2025 Q4	$63K	Buy	+6,121	New	+$73.2K	﹤0.01%	3792

Other funds holding EGAN

OCMI

Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kestra Advisory Services sold out of eGain (EGAN) in Q1 2026, closing a stake of 6,121 shares — an estimated $63K sold.

Kestra Advisory Services first reported a position in EGAN in Q4 2025 and held it in 1 quarter. The position peaked at $63K in Q4 2025. 116 funds tracked by Wall St. Rank hold EGAN as of Q1 2026.

Kestra Advisory Services reported no remaining eGain position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 6,121 eGain shares in Q1 2026, an estimated $63K.
Kestra Advisory Services first reported a position in eGain in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's eGain position peaked at $63K in Q4 2025.
116 funds tracked by Wall St. Rank held eGain as of Q1 2026.

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