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Kestra Private Wealth Services’s Dillards DDS Stock Holding History

Kestra Private Wealth Services’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,661
Closed -$694K – 1690
2025
Q2 		$694K Buy
+1,661
New +$619K 0.01% 892

Other funds holding DDS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CWM
ClientFirst Wealth Management Little Rock, Arkansas $118M AUM 40.43% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kestra Private Wealth Services's DDS Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Dillards (DDS) in Q3 2025, closing a stake of 1,661 shares — an estimated $694K sold.

Kestra Private Wealth Services first reported a position in DDS in Q2 2025 and held it in 1 quarter. The position peaked at $694K in Q2 2025. 293 funds tracked by Wall St. Rank hold DDS as of Q3 2025.

  • Kestra Private Wealth Services reported no remaining Dillards position as of Q3 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,661 Dillards shares in Q3 2025, an estimated $694K.
  • Kestra Private Wealth Services first reported a position in Dillards in Q2 2025 and held it in 1 quarter.
  • Kestra Private Wealth Services's Dillards position peaked at $694K in Q2 2025.
  • 293 funds tracked by Wall St. Rank held Dillards as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.