Kestra Advisory Services’s United States Antimony UAMY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$117K	Sell	28,050 -5,100	-15%	-$27.9K	﹤0.01%	3338
2026 Q2	$241K	Sell	33,150 -1,809	-5%	-$16.4K	﹤0.01%	2967
2026 Q1	$305K	Buy	34,959 +4,509	+15%	+$39.3K	﹤0.01%	2609
2025 Q4	$153K	Buy	30,450 +9,450	+45%	+$74.2K	﹤0.01%	3110
2025 Q3	$130K	Buy	+21,000	New	+$87.8K	﹤0.01%	2791

Other funds holding UAMY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Kestra Advisory Services reduced its United States Antimony (UAMY) stake by 15% in Q3 2026, selling an estimated $27.9K and leaving 28,050 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #3338.

Kestra Advisory Services first reported a position in UAMY in Q3 2025 and has held it in 5 quarters since. The position peaked at $305K in Q1 2026. 67 funds tracked by Wall St. Rank hold UAMY as of Q3 2026.

Kestra Advisory Services held 28,050 shares of United States Antimony worth $117K as of Q3 2026.
Kestra Advisory Services sold 5,100 United States Antimony shares in Q3 2026, an estimated $27.9K.
United States Antimony made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3338 holding.
Kestra Advisory Services first reported a position in United States Antimony in Q3 2025 and has held it in 5 quarters since.
Kestra Advisory Services's United States Antimony position peaked at $305K in Q1 2026.
67 funds tracked by Wall St. Rank held United States Antimony as of Q3 2026.

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