Kestra Private Wealth Services’s Datacentrex Inc DTCX Stock Holding History

Kestra Private Wealth Services’s Portfolio DTCX Stock Details DTCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$93.6K	Sell	52,007 -3,000	-5%	-$6.1K	﹤0.01%	1717
2026 Q2	$97.9K	Hold	55,007	–	–	﹤0.01%	1745
2026 Q1	$118K	Buy	55,007 +12,500	+29%	+$29K	﹤0.01%	1681
2025 Q4	$117K	Sell	42,507 -893	-2%	-$3.79K	﹤0.01%	1641
2025 Q3	$217K	Buy	43,400 +6,800	+19%	+$59.7K	﹤0.01%	1526
2025 Q2	$257K	Sell	36,600 -2,700	-7%	-$17.4K	﹤0.01%	1376
2025 Q1	$159K	Buy	39,300 +26,000	+195%	+$88.8K	﹤0.01%	1413
2024 Q4	$45.6K	Buy	+13,300	New	+$58K	﹤0.01%	1392

Other funds holding DTCX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Kestra Private Wealth Services's DTCX Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its Datacentrex Inc (DTCX) stake by 5.5% in Q3 2026, selling an estimated $6.1K and leaving 52,007 shares worth $93.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Kestra Private Wealth Services first reported a position in DTCX in Q4 2024 and has held it in 8 quarters since. The position peaked at $257K in Q2 2025. 9 funds tracked by Wall St. Rank hold DTCX as of Q3 2026.

Kestra Private Wealth Services held 52,007 shares of Datacentrex Inc worth $93.6K as of Q3 2026.
Kestra Private Wealth Services sold 3,000 Datacentrex Inc shares in Q3 2026, an estimated $6.1K.
Datacentrex Inc made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #1717 holding.
Kestra Private Wealth Services first reported a position in Datacentrex Inc in Q4 2024 and has held it in 8 quarters since.
Kestra Private Wealth Services's Datacentrex Inc position peaked at $257K in Q2 2025.
9 funds tracked by Wall St. Rank held Datacentrex Inc as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.