KAS
PDFS icon

Kestra Advisory Services’s PDF Solutions PDFS Stock Holding History

Kestra Advisory Services’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,874
Closed -$82K – 4044
2025
Q4 		$82K Buy
+2,874
New +$79.5K ﹤0.01% 3583

Other funds holding PDFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

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

Kestra Advisory Services sold out of PDF Solutions (PDFS) in Q1 2026, closing a stake of 2,874 shares — an estimated $82K sold.

Kestra Advisory Services first reported a position in PDFS in Q4 2025 and held it in 1 quarter. The position peaked at $82K in Q4 2025. 208 funds tracked by Wall St. Rank hold PDFS as of Q1 2026.

  • Kestra Advisory Services reported no remaining PDF Solutions position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,874 PDF Solutions shares in Q1 2026, an estimated $82K.
  • Kestra Advisory Services first reported a position in PDF Solutions in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's PDF Solutions position peaked at $82K in Q4 2025.
  • 208 funds tracked by Wall St. Rank held PDF Solutions as of Q1 2026.

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