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Kestra Advisory Services’s Treace Medical Concepts TMCI Stock Holding History

Kestra Advisory Services’s Portfolio TMCI Stock Details TMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.2K Hold
19,586
– – ﹤0.01% 3084
2025
Q4 		$48K Buy
+19,586
New +$85.1K ﹤0.01% 3965

Other funds holding TMCI

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kestra Advisory Services held its Treace Medical Concepts (TMCI) position steady in Q1 2026 at 19,586 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3084.

Kestra Advisory Services first reported a position in TMCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $48K in Q4 2025. 118 funds tracked by Wall St. Rank hold TMCI as of Q1 2026.

  • Kestra Advisory Services held 19,586 shares of Treace Medical Concepts worth $26.2K as of Q1 2026.
  • Kestra Advisory Services left its Treace Medical Concepts share count unchanged in Q1 2026.
  • Treace Medical Concepts made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #3084 holding.
  • Kestra Advisory Services first reported a position in Treace Medical Concepts in Q4 2025 and has held it in 2 quarters since.
  • Kestra Advisory Services's Treace Medical Concepts position peaked at $48K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q1 2026.

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