Kestra Private Wealth Services
BTSG icon

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
Q3 		$454K Buy
8,006
+1,193
+18% +$75.1K ﹤0.01% 1277
2026
Q2 		$475K Buy
+6,813
New +$378K 0.01% 1261

Other funds holding BTSG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Kestra Private Wealth Services's BTSG Position: Q3 2026 in Review

Kestra Private Wealth Services increased its BrightSpring Health Services (BTSG) stake by 18% in Q3 2026, buying an estimated $75.1K and bringing the position to 8,006 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Kestra Private Wealth Services first reported a position in BTSG in Q2 2026 and has held it in 2 quarters since. The position peaked at $475K in Q2 2026. 253 funds tracked by Wall St. Rank hold BTSG as of Q3 2026.

  • Kestra Private Wealth Services held 8,006 shares of BrightSpring Health Services worth $454K as of Q3 2026.
  • Kestra Private Wealth Services bought 1,193 BrightSpring Health Services shares in Q3 2026, an estimated $75.1K.
  • BrightSpring Health Services made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #1277 holding.
  • Kestra Private Wealth Services first reported a position in BrightSpring Health Services in Q2 2026 and has held it in 2 quarters since.
  • Kestra Private Wealth Services's BrightSpring Health Services position peaked at $475K in Q2 2026.
  • 253 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.