Kestra Private Wealth Services’s GrafTech EAF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,000	Closed	-$9.73K	–	1693
2025 Q2	$9.73K	Sell	1,000 -100	-9%	-$884	﹤0.01%	1604
2025 Q1	$9.62K	Buy	+1,100	New	+$14.3K	﹤0.01%	1501
2022 Q3	–	Sell	-1,226	Closed	-$87K	–	923
2022 Q2	$87K	Buy	1,226 +195	+19%	+$17K	0.01%	858
2022 Q1	$99K	Sell	1,031 -569	-36%	-$59.1K	﹤0.01%	932
2021 Q4	$189K	Sell	1,600 -364	-19%	-$42.2K	0.01%	919
2021 Q3	$203K	Buy	1,964 +71	+4%	+$7.77K	0.01%	849
2021 Q2	$220K	Sell	1,893 -106	-5%	-$13.3K	0.01%	779
2021 Q1	$245K	Sell	1,999 -3,602	-64%	-$416K	0.02%	675
2020 Q4	$582K	Sell	5,601 -84	-1%	-$6.75K	0.04%	406
2020 Q3	$389K	Buy	+5,685	New	+$397K	0.03%	436

Other funds holding EAF

MAMNY

Marathon Asset Management (New York) New York $41.5M AUM 245.82% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kestra Private Wealth Services sold out of GrafTech (EAF) in Q3 2025, closing a stake of 1,000 shares — an estimated $9.73K sold.

Kestra Private Wealth Services first reported a position in EAF in Q3 2020 and held it in 10 quarters. The position peaked at $582K in Q4 2020. 87 funds tracked by Wall St. Rank hold EAF as of Q3 2025.

Kestra Private Wealth Services reported no remaining GrafTech position as of Q3 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 1,000 GrafTech shares in Q3 2025, an estimated $9.73K.
Kestra Private Wealth Services first reported a position in GrafTech in Q3 2020 and held it in 10 quarters.
Kestra Private Wealth Services's GrafTech position peaked at $582K in Q4 2020.
87 funds tracked by Wall St. Rank held GrafTech as of Q3 2025.

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