Kestra Advisory Services
MBIO icon

Kestra Advisory Services’s Mustang Bio MBIO Stock Holding History

Kestra Advisory Services’s Portfolio MBIO Stock Details MBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$75.3K Sell
162,620
-34,371
-17% -$19.9K ﹤0.01% 3373
2026
Q2 		$138K Buy
196,991
+20,949
+12% +$14.9K ﹤0.01% 3147
2026
Q1 		$128K Buy
176,042
+65,000
+59% +$61.2K ﹤0.01% 3002
2025
Q4 		$109K Buy
111,042
+44,934
+68% +$59.3K ﹤0.01% 3358
2025
Q3 		$100K Buy
+66,108
New +$118K ﹤0.01% 2819

Other funds holding MBIO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
Danske Bank
Danske Bank Copenhagen K, Denmark $50.1B AUM 35.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

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

Kestra Advisory Services reduced its Mustang Bio (MBIO) stake by 17% in Q3 2026, selling an estimated $19.9K and leaving 162,620 shares worth $75.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3373.

Kestra Advisory Services first reported a position in MBIO in Q3 2025 and has held it in 5 quarters since. The position peaked at $138K in Q2 2026. 10 funds tracked by Wall St. Rank hold MBIO as of Q3 2026.

  • Kestra Advisory Services held 162,620 shares of Mustang Bio worth $75.3K as of Q3 2026.
  • Kestra Advisory Services sold 34,371 Mustang Bio shares in Q3 2026, an estimated $19.9K.
  • Mustang Bio made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3373 holding.
  • Kestra Advisory Services first reported a position in Mustang Bio in Q3 2025 and has held it in 5 quarters since.
  • Kestra Advisory Services's Mustang Bio position peaked at $138K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Mustang Bio as of Q3 2026.

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