Kestra Advisory Services’s HighPeak Energy HPK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-10,015	Closed	-$70K	–	3483
2026 Q2	$70K	Hold	10,015	–	–	﹤0.01%	3201
2026 Q1	$69.5K	Buy	+10,015	New	+$52.6K	﹤0.01%	3048

Other funds holding HPK

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Kestra Advisory Services sold out of HighPeak Energy (HPK) in Q3 2026, closing a stake of 10,015 shares — an estimated $70K sold.

Kestra Advisory Services first reported a position in HPK in Q1 2026 and held it in 2 quarters. The position peaked at $70K in Q2 2026. 62 funds tracked by Wall St. Rank hold HPK as of Q3 2026.

Kestra Advisory Services reported no remaining HighPeak Energy position as of Q3 2026 after selling out during the quarter.
Kestra Advisory Services sold 10,015 HighPeak Energy shares in Q3 2026, an estimated $70K.
Kestra Advisory Services first reported a position in HighPeak Energy in Q1 2026 and held it in 2 quarters.
Kestra Advisory Services's HighPeak Energy position peaked at $70K in Q2 2026.
62 funds tracked by Wall St. Rank held HighPeak Energy as of Q3 2026.

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