Kestra Private Wealth Services’s Robert Half RHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,752	Closed	-$565K	–	1744
2025 Q2	$565K	Sell	13,752 -3,291	-19%	-$150K	0.01%	975
2025 Q1	$930K	Sell	17,043 -7,839	-32%	-$478K	0.02%	703
2024 Q4	$1.75M	Sell	24,882 -988	-4%	-$70.4K	0.03%	470
2024 Q3	$1.74M	Sell	25,870 -5,650	-18%	-$358K	0.03%	461
2024 Q2	$2.02M	Buy	31,520 +4,614	+17%	+$317K	0.04%	394
2024 Q1	$2.13M	Sell	26,906 -1,702	-6%	-$137K	0.05%	358
2023 Q4	$2.52M	Sell	28,608 -5,757	-17%	-$458K	0.06%	302
2023 Q3	$2.52M	Sell	34,365 -2,356	-6%	-$179K	0.08%	267
2023 Q2	$2.76M	Buy	36,721 +17,242	+89%	+$1.23M	0.09%	239
2023 Q1	$1.57M	Sell	19,479 -423	-2%	-$33.6K	0.06%	312
2022 Q4	$1.47M	Sell	19,902 -1,212	-6%	-$92.5K	0.07%	293
2022 Q3	$1.61M	Buy	21,114 +273	+1%	+$21.3K	0.09%	244
2022 Q2	$1.56M	Buy	+20,841	New	+$1.98M	0.09%	257
2021 Q2	–	Sell	-3,241	Closed	-$253K	–	915
2021 Q1	$253K	Sell	3,241 -10	-0.3%	-$725	0.02%	660
2020 Q4	$202K	Buy	+3,251	New	+$194K	0.01%	667

Other funds holding RHI

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kestra Private Wealth Services sold out of Robert Half (RHI) in Q3 2025, closing a stake of 13,752 shares — an estimated $565K sold.

Kestra Private Wealth Services first reported a position in RHI in Q4 2020 and held it in 15 quarters. The position peaked at $2.76M in Q2 2023. 440 funds tracked by Wall St. Rank hold RHI as of Q3 2025.

Kestra Private Wealth Services reported no remaining Robert Half position as of Q3 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 13,752 Robert Half shares in Q3 2025, an estimated $565K.
Kestra Private Wealth Services first reported a position in Robert Half in Q4 2020 and held it in 15 quarters.
Kestra Private Wealth Services's Robert Half position peaked at $2.76M in Q2 2023.
440 funds tracked by Wall St. Rank held Robert Half as of Q3 2025.

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