Kestra Private Wealth Services’s Butterfly Network BFLY Stock Holding History

Kestra Private Wealth Services’s Portfolio BFLY Stock Details BFLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$458K	Sell	54,336 -600	-1%	-$3.11K	0.01%	1287
2026 Q1	$222K	Sell	54,936 -581	-1%	-$2.24K	﹤0.01%	1588
2025 Q4	$211K	Buy	55,517 +5,500	+11%	+$15K	﹤0.01%	1575
2025 Q3	$96.5K	Buy	50,017 +24,217	+94%	+$41.1K	﹤0.01%	1609
2025 Q2	$51.6K	Buy	25,800 +500	+2%	+$1.15K	﹤0.01%	1576
2025 Q1	$57.7K	Buy	25,300 +1,500	+6%	+$5.36K	﹤0.01%	1470
2024 Q4	$74.3K	Sell	23,800 -1,100	-4%	-$2.86K	﹤0.01%	1373
2024 Q3	$44.1K	Buy	24,900 +3,600	+17%	+$4.51K	﹤0.01%	1339
2024 Q2	$17.9K	Hold	21,300	–	–	﹤0.01%	1335
2024 Q1	$23K	Sell	21,300 -600	-3%	-$643	﹤0.01%	1281
2023 Q4	$23.7K	Buy	21,900 +4,800	+28%	+$4.75K	﹤0.01%	1194
2023 Q3	$20.2K	Sell	17,100 -200	-1%	-$387	﹤0.01%	1149
2023 Q2	$39.8K	Sell	17,300 -200	-1%	-$447	﹤0.01%	1052
2023 Q1	$32.9K	Buy	17,500 +7,300	+72%	+$17K	﹤0.01%	1025
2022 Q4	$25.1K	Hold	10,200	–	–	﹤0.01%	882
2022 Q3	$48K	Hold	10,200	–	–	﹤0.01%	862
2022 Q2	$31K	Buy	+10,200	New	+$35.2K	﹤0.01%	889

Other funds holding BFLY

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Kestra Private Wealth Services's BFLY Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Butterfly Network (BFLY) stake by 1.1% in Q2 2026, selling an estimated $3.11K and leaving 54,336 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #1287.

Kestra Private Wealth Services first reported a position in BFLY in Q2 2022 and has held it in 17 quarters since. 46 funds tracked by Wall St. Rank hold BFLY as of Q2 2026.

Kestra Private Wealth Services held 54,336 shares of Butterfly Network worth $458K as of Q2 2026.
Kestra Private Wealth Services sold 600 Butterfly Network shares in Q2 2026, an estimated $3.11K.
Butterfly Network made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1287 holding.
Kestra Private Wealth Services first reported a position in Butterfly Network in Q2 2022 and has held it in 17 quarters since.
46 funds tracked by Wall St. Rank held Butterfly Network as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.