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Kestra Investment Management’s Weis Markets WMK Stock Holding History

Kestra Investment Management’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10
Closed -$725 – 754
2025
Q2 		$725 Sell
10
-59
-86% -$4.62K ﹤0.01% 682
2025
Q1 		$5.32K Buy
+69
New +$4.96K ﹤0.01% 675

Other funds holding WMK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Kestra Investment Management's WMK Position: Q3 2025 in Review

Kestra Investment Management sold out of Weis Markets (WMK) in Q3 2025, closing a stake of 10 shares — an estimated $725 sold.

Kestra Investment Management first reported a position in WMK in Q1 2025 and held it in 2 quarters. The position peaked at $5.32K in Q1 2025. 182 funds tracked by Wall St. Rank hold WMK as of Q3 2025.

  • Kestra Investment Management reported no remaining Weis Markets position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 10 Weis Markets shares in Q3 2025, an estimated $725.
  • Kestra Investment Management first reported a position in Weis Markets in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Weis Markets position peaked at $5.32K in Q1 2025.
  • 182 funds tracked by Wall St. Rank held Weis Markets as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.