Kestra Private Wealth Services
CRML icon

Kestra Private Wealth Services’s Critical Metals Corp CRML Stock Holding History

Kestra Private Wealth Services’s Portfolio CRML Stock Details CRML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$113K Sell
11,000
-500
-4% -$5.35K ﹤0.01% 1734
2026
Q1 		$91.3K Sell
11,500
-1,000
-8% -$11.5K ﹤0.01% 1696
2025
Q4 		$86.8K Buy
+12,500
New +$136K ﹤0.01% 1663

Other funds holding CRML

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marex Group
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Davidson Kempner Capital Management
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Kestra Private Wealth Services reduced its Critical Metals Corp (CRML) stake by 4.3% in Q2 2026, selling an estimated $5.35K and leaving 11,000 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Kestra Private Wealth Services first reported a position in CRML in Q4 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold CRML as of Q2 2026.

  • Kestra Private Wealth Services held 11,000 shares of Critical Metals Corp worth $113K as of Q2 2026.
  • Kestra Private Wealth Services sold 500 Critical Metals Corp shares in Q2 2026, an estimated $5.35K.
  • Critical Metals Corp made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1734 holding.
  • Kestra Private Wealth Services first reported a position in Critical Metals Corp in Q4 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Critical Metals Corp as of Q2 2026.

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