KAS
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Kestra Advisory Services’s Forrester Research FORR Stock Holding History

Kestra Advisory Services’s Portfolio FORR Stock Details FORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,620
Closed -$21.3K – 3578
2025
Q4 		$21.3K Buy
+2,620
New +$20.6K ﹤0.01% 4481

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PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Kestra Advisory Services sold out of Forrester Research (FORR) in Q1 2026, closing a stake of 2,620 shares — an estimated $21.3K sold.

Kestra Advisory Services first reported a position in FORR in Q4 2025 and held it in 1 quarter. The position peaked at $21.3K in Q4 2025. 103 funds tracked by Wall St. Rank hold FORR as of Q1 2026.

  • Kestra Advisory Services reported no remaining Forrester Research position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,620 Forrester Research shares in Q1 2026, an estimated $21.3K.
  • Kestra Advisory Services first reported a position in Forrester Research in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Forrester Research position peaked at $21.3K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held Forrester Research as of Q1 2026.

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