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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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 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. 38 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.
  • 38 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.