Kestra Advisory Services
P icon

Kestra Advisory Services’s Everpure Inc P Stock Holding History

Kestra Advisory Services’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.29M Sell
17,488
-4,677
-21% -$440K 0.01% 1360
2026
Q2 		$1.75M Buy
22,165
+1,039
+5% +$76.1K 0.01% 1443
2026
Q1 		$1.25M Sell
21,126
-7,993
-27% -$541K ﹤0.01% 1576
2025
Q4 		$1.95M Buy
29,119
+5,143
+21% +$430K 0.01% 1217
2025
Q3 		$2.01M Sell
23,976
-5,346
-18% -$356K 0.01% 1145
2025
Q2 		$1.69M Buy
29,322
+895
+3% +$44.5K 0.01% 1171
2025
Q1 		$1.26M Buy
28,427
+6,527
+30% +$394K 0.01% 1247
2024
Q4 		$1.35M Buy
21,900
+1,486
+7% +$82.8K 0.01% 1223
2024
Q3 		$1.03M Sell
20,414
-5,319
-21% -$301K 0.01% 1314
2024
Q2 		$1.65M Buy
25,733
+7,556
+42% +$437K 0.01% 1064
2024
Q1 		$945K Buy
18,177
+1,734
+11% +$77.4K 0.01% 1278
2023
Q4 		$586K Buy
16,443
+974
+6% +$34.2K ﹤0.01% 1424
2023
Q3 		$551K Buy
15,469
+4,669
+43% +$173K 0.01% 1321
2023
Q2 		$398K Buy
10,800
+247
+2% +$7K ﹤0.01% 1439
2023
Q1 		$269K Buy
10,553
+1,006
+11% +$27.1K ﹤0.01% 1642
2022
Q4 		$255K Buy
9,547
+1,695
+22% +$49.3K ﹤0.01% 1854
2022
Q3 		$215K Buy
+7,852
New +$222K ﹤0.01% 1829

Other funds holding P

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Kestra Advisory Services reduced its Everpure Inc (P) stake by 21% in Q3 2026, selling an estimated $440K and leaving 17,488 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #1360.

Kestra Advisory Services first reported a position in P in Q3 2022 and has held it in 17 quarters since. 503 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • Kestra Advisory Services held 17,488 shares of Everpure Inc worth $2.29M as of Q3 2026.
  • Kestra Advisory Services sold 4,677 Everpure Inc shares in Q3 2026, an estimated $440K.
  • Everpure Inc made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1360 holding.
  • Kestra Advisory Services first reported a position in Everpure Inc in Q3 2022 and has held it in 17 quarters since.
  • 503 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

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