KPWS
ODC icon

Kestra Private Wealth Services’s Oil-Dri ODC Stock Holding History

Kestra Private Wealth Services’s Portfolio ODC Stock Details ODC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$558K Buy
8,580
+2,960
+53% +$180K 0.01% 1142
2025
Q4 		$275K Buy
+5,620
New +$311K ﹤0.01% 1466

Other funds holding ODC

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kestra Private Wealth Services increased its Oil-Dri (ODC) stake by 53% in Q1 2026, buying an estimated $180K and bringing the position to 8,580 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #1142.

Kestra Private Wealth Services first reported a position in ODC in Q4 2025 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold ODC as of Q1 2026.

  • Kestra Private Wealth Services held 8,580 shares of Oil-Dri worth $558K as of Q1 2026.
  • Kestra Private Wealth Services bought 2,960 Oil-Dri shares in Q1 2026, an estimated $180K.
  • Oil-Dri made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1142 holding.
  • Kestra Private Wealth Services first reported a position in Oil-Dri in Q4 2025 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Oil-Dri as of Q1 2026.

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