Kestra Advisory Services
URBN icon

Kestra Advisory Services’s Urban Outfitters URBN Stock Holding History

Kestra Advisory Services’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$401K Buy
5,244
+1,348
+35% +$102K ﹤0.01% 2705
2026
Q2 		$276K Sell
3,896
-143
-4% -$10.2K ﹤0.01% 2846
2026
Q1 		$256K Sell
4,039
-876
-18% -$60.1K ﹤0.01% 2761
2025
Q4 		$370K Buy
4,915
+1,644
+50% +$116K ﹤0.01% 2369
2025
Q3 		$234K Buy
+3,271
New +$241K ﹤0.01% 2633

Other funds holding URBN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Kestra Advisory Services increased its Urban Outfitters (URBN) stake by 35% in Q3 2026, buying an estimated $102K and bringing the position to 5,244 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

Kestra Advisory Services first reported a position in URBN in Q3 2025 and has held it in 5 quarters since. 230 funds tracked by Wall St. Rank hold URBN as of Q3 2026.

  • Kestra Advisory Services held 5,244 shares of Urban Outfitters worth $401K as of Q3 2026.
  • Kestra Advisory Services bought 1,348 Urban Outfitters shares in Q3 2026, an estimated $102K.
  • Urban Outfitters made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2705 holding.
  • Kestra Advisory Services first reported a position in Urban Outfitters in Q3 2025 and has held it in 5 quarters since.
  • 230 funds tracked by Wall St. Rank held Urban Outfitters as of Q3 2026.

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