Kestra Advisory Services’s Shenandoah Telecom SHEN Stock Holding History

Kestra Advisory Services’s Portfolio SHEN Stock Details SHEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$224K	Hold	19,933	–	–	﹤0.01%	3175
2026 Q2	$301K	Buy	19,933 +14	+0.1%	+$220	﹤0.01%	2769
2026 Q1	$307K	Hold	19,919	–	–	﹤0.01%	2603
2025 Q4	$230K	Buy	19,919 +27	+0.1%	+$319	﹤0.01%	2762
2025 Q3	$267K	Hold	19,892	–	–	﹤0.01%	2540
2025 Q2	$272K	Buy	19,892 +156	+0.8%	+$1.98K	﹤0.01%	2428
2025 Q1	$248K	Buy	19,736 +826	+4%	+$9.7K	﹤0.01%	2317
2024 Q4	$238K	Buy	18,910 +1,302	+7%	+$17.5K	﹤0.01%	2388
2024 Q3	$248K	Buy	17,608 +328	+2%	+$5.42K	﹤0.01%	2215
2024 Q2	$282K	Hold	17,280	–	–	﹤0.01%	2150
2024 Q1	$300K	Hold	17,280	–	–	﹤0.01%	1993
2023 Q4	$374K	Hold	17,280	–	–	﹤0.01%	1706
2023 Q3	$356K	Hold	17,280	–	–	﹤0.01%	1557
2023 Q2	$336K	Buy	17,280 +1,440	+9%	+$28.2K	﹤0.01%	1541
2023 Q1	$301K	Buy	+15,840	New	+$296K	﹤0.01%	1559

Other funds holding SHEN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

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

Kestra Advisory Services held its Shenandoah Telecom (SHEN) position steady in Q3 2026 at 19,933 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #3175.

Kestra Advisory Services first reported a position in SHEN in Q1 2023 and has held it in 15 quarters since. The position peaked at $374K in Q4 2023. 45 funds tracked by Wall St. Rank hold SHEN as of Q3 2026.

Kestra Advisory Services held 19,933 shares of Shenandoah Telecom worth $224K as of Q3 2026.
Kestra Advisory Services left its Shenandoah Telecom share count unchanged in Q3 2026.
Shenandoah Telecom made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3175 holding.
Kestra Advisory Services first reported a position in Shenandoah Telecom in Q1 2023 and has held it in 15 quarters since.
Kestra Advisory Services's Shenandoah Telecom position peaked at $374K in Q4 2023.
45 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q3 2026.

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