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Kestra Private Wealth Services’s Cirrus Logic CRUS Stock Holding History

Kestra Private Wealth Services’s Portfolio CRUS Stock Details CRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$461K Buy
+3,191
New +$429K 0.01% 1254
2023
Q4 		– Sell
-2,944
Closed -$218K – 1237
2023
Q3 		$218K Buy
2,944
+74
+3% +$5.78K 0.01% 1001
2023
Q2 		$232K Buy
2,870
+300
+12% +$24.8K 0.01% 916
2023
Q1 		$281K Buy
+2,570
New +$250K 0.01% 807

Other funds holding CRUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Kestra Private Wealth Services's CRUS Position: Q1 2026 in Review

Kestra Private Wealth Services opened a new position in Cirrus Logic (CRUS) in Q1 2026: 3,191 shares worth $461K. The stake represents 0.01% of the portfolio and ranks #1254 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in CRUS as recently as Q3 2023.

Kestra Private Wealth Services first reported a position in CRUS in Q1 2023 and has held it in 4 quarters since. 534 funds tracked by Wall St. Rank hold CRUS as of Q1 2026.

  • Kestra Private Wealth Services held 3,191 shares of Cirrus Logic worth $461K as of Q1 2026.
  • Cirrus Logic was a new Kestra Private Wealth Services position in Q1 2026.
  • Cirrus Logic made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1254 holding.
  • Kestra Private Wealth Services first reported a position in Cirrus Logic in Q1 2023 and has held it in 4 quarters since.
  • 534 funds tracked by Wall St. Rank held Cirrus Logic as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.