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Kestra Advisory Services’s StoneCo STNE Stock Holding History

Kestra Advisory Services’s Portfolio STNE Stock Details STNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,883
Closed -$27.9K – 4266
2025
Q4 		$27.9K Buy
+1,883
New +$31.5K ﹤0.01% 4331
2025
Q2 		– Sell
-10,330
Closed -$108K – 2977
2025
Q1 		$108K Sell
10,330
-16,056
-61% -$151K ﹤0.01% 2580
2024
Q4 		$210K Buy
+26,386
New +$268K ﹤0.01% 2459
2024
Q2 		– Sell
-11,022
Closed -$183K – 2683
2024
Q1 		$183K Buy
+11,022
New +$189K ﹤0.01% 2302

Other funds holding STNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
BGBI
BRC-Global BAH Investments Nassau $107M AUM
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kestra Advisory Services sold out of StoneCo (STNE) in Q1 2026, closing a stake of 1,883 shares — an estimated $27.9K sold.

Kestra Advisory Services first reported a position in STNE in Q1 2024 and held it in 4 quarters. The position peaked at $210K in Q4 2024. 277 funds tracked by Wall St. Rank hold STNE as of Q1 2026.

  • Kestra Advisory Services reported no remaining StoneCo position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,883 StoneCo shares in Q1 2026, an estimated $27.9K.
  • Kestra Advisory Services first reported a position in StoneCo in Q1 2024 and held it in 4 quarters.
  • Kestra Advisory Services's StoneCo position peaked at $210K in Q4 2024.
  • 277 funds tracked by Wall St. Rank held StoneCo as of Q1 2026.

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