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Kestra Private Wealth Services’s BrightSpring Health Services BTSG Stock Holding History

Kestra Private Wealth Services’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$475K Buy
+6,813
New +$378K 0.01% 1261

Other funds holding BTSG

AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Kestra Private Wealth Services opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 6,813 shares worth $475K. The stake represents 0.01% of the portfolio and ranks #1261 among its holdings.

96 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Kestra Private Wealth Services held 6,813 shares of BrightSpring Health Services worth $475K as of Q2 2026.
  • BrightSpring Health Services was a new Kestra Private Wealth Services position in Q2 2026.
  • BrightSpring Health Services made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1261 holding.
  • 96 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

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