KAS
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Kestra Advisory Services’s Lear LEA Stock Holding History

Kestra Advisory Services’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-497
Closed -$56.9K – 3827
2025
Q4 		$56.9K Buy
+497
New +$53.1K ﹤0.01% 3844
2023
Q2 		– Sell
-1,615
Closed -$225K – 2153
2023
Q1 		$225K Sell
1,615
-963
-37% -$133K ﹤0.01% 1759
2022
Q4 		$320K Buy
2,578
+692
+37% +$91.7K ﹤0.01% 1698
2022
Q3 		$226K Sell
1,886
-1,456
-44% -$201K ﹤0.01% 1793
2022
Q2 		$421K Buy
3,342
+1,409
+73% +$186K ﹤0.01% 1423
2022
Q1 		$276K Buy
1,933
+480
+33% +$78K ﹤0.01% 1643
2021
Q4 		$266K Sell
1,453
-59
-4% -$10.4K ﹤0.01% 1679
2021
Q3 		$237K Sell
1,512
-247
-14% -$40.4K ﹤0.01% 1864
2021
Q2 		$308K Buy
1,759
+368
+26% +$68.1K ﹤0.01% 1549
2021
Q1 		$252K Buy
1,391
+79
+6% +$13.3K ﹤0.01% 1571
2020
Q4 		$211K Buy
+1,312
New +$185K ﹤0.01% 1684

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return