KAS
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Kestra Advisory Services’s Star Group SGU Stock Holding History

Kestra Advisory Services’s Portfolio SGU Stock Details SGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,774
Closed -$80.2K – 4201
2025
Q4 		$80.2K Buy
+6,774
New +$80.2K ﹤0.01% 3597

Other funds holding SGU

HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

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

Kestra Advisory Services sold out of Star Group (SGU) in Q1 2026, closing a stake of 6,774 shares — an estimated $80.2K sold.

Kestra Advisory Services first reported a position in SGU in Q4 2025 and held it in 1 quarter. The position peaked at $80.2K in Q4 2025. 69 funds tracked by Wall St. Rank hold SGU as of Q1 2026.

  • Kestra Advisory Services reported no remaining Star Group position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 6,774 Star Group shares in Q1 2026, an estimated $80.2K.
  • Kestra Advisory Services first reported a position in Star Group in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Star Group position peaked at $80.2K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Star Group as of Q1 2026.

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