KPWS
DMC

Kestra Private Wealth Services’s Del Monte Corp DMC Stock Holding History

Kestra Private Wealth Services’s Portfolio DMC Stock Details DMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,947
Closed -$258K – 1702
2025
Q2 		$258K Buy
7,947
+326
+4% +$10.7K ﹤0.01% 1374
2025
Q1 		$235K Buy
+7,621
New +$234K ﹤0.01% 1308

Other funds holding DMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Kestra Private Wealth Services sold out of Del Monte Corp (DMC) in Q3 2025, closing a stake of 7,947 shares — an estimated $258K sold.

Kestra Private Wealth Services first reported a position in DMC in Q1 2025 and held it in 2 quarters. The position peaked at $258K in Q2 2025. 235 funds tracked by Wall St. Rank hold DMC as of Q3 2025.

  • Kestra Private Wealth Services reported no remaining Del Monte Corp position as of Q3 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 7,947 Del Monte Corp shares in Q3 2025, an estimated $258K.
  • Kestra Private Wealth Services first reported a position in Del Monte Corp in Q1 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's Del Monte Corp position peaked at $258K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held Del Monte Corp as of Q3 2025.

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