Kestra Advisory Services
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Kestra Advisory Services’s United States Lime & Minerals USLM Stock Holding History

Kestra Advisory Services’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$391K Buy
3,454
+915
+36% +$103K ﹤0.01% 2719
2026
Q2 		$266K Buy
2,539
+305
+14% +$35.4K ﹤0.01% 2873
2026
Q1 		$292K Buy
2,234
+999
+81% +$120K ﹤0.01% 2650
2025
Q4 		$148K Buy
+1,235
New +$153K ﹤0.01% 3135

Other funds holding USLM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

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

Kestra Advisory Services increased its United States Lime & Minerals (USLM) stake by 36% in Q3 2026, buying an estimated $103K and bringing the position to 3,454 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #2719.

Kestra Advisory Services first reported a position in USLM in Q4 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

  • Kestra Advisory Services held 3,454 shares of United States Lime & Minerals worth $391K as of Q3 2026.
  • Kestra Advisory Services bought 915 United States Lime & Minerals shares in Q3 2026, an estimated $103K.
  • United States Lime & Minerals made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2719 holding.
  • Kestra Advisory Services first reported a position in United States Lime & Minerals in Q4 2025 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

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