KWS
PKST

Keystone Wealth Services’s Peakstone Realty Trust PKST Stock Holding History

Keystone Wealth Services’s Portfolio PKST Stock Details PKST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,388
Closed -$177K – 306
2025
Q2 		$177K Sell
13,388
-3,058
-19% -$37.6K 0.04% 277
2025
Q1 		$207K Sell
16,446
-1,614
-9% -$18.3K 0.06% 263
2024
Q4 		$200K Sell
18,060
-6,593
-27% -$86K 0.05% 252
2024
Q3 		$336K Sell
24,653
-11,543
-32% -$151K 0.09% 191
2024
Q2 		$384K Buy
36,196
+4,547
+14% +$59.7K 0.12% 154
2024
Q1 		$510K Buy
31,649
+221
+0.7% +$3.39K 0.17% 127
2023
Q4 		$626K Sell
31,428
-1,497
-5% -$24.4K 0.21% 102
2023
Q3 		$548K Buy
32,925
+3,100
+10% +$65.8K 0.21% 106
2023
Q2 		$833K Buy
+29,825
New +$774K 0.31% 76

Other funds holding PKST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return

Keystone Wealth Services's PKST Position: Q3 2025 in Review

Keystone Wealth Services sold out of Peakstone Realty Trust (PKST) in Q3 2025, closing a stake of 13,388 shares — an estimated $177K sold.

Keystone Wealth Services first reported a position in PKST in Q2 2023 and held it in 9 quarters. The position peaked at $833K in Q2 2023. 196 funds tracked by Wall St. Rank hold PKST as of Q3 2025.

  • Keystone Wealth Services reported no remaining Peakstone Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Keystone Wealth Services sold 13,388 Peakstone Realty Trust shares in Q3 2025, an estimated $177K.
  • Keystone Wealth Services first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 9 quarters.
  • Keystone Wealth Services's Peakstone Realty Trust position peaked at $833K in Q2 2023.
  • 196 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2025.

Based on Keystone Wealth Services's 13F filing for Q3 2025, filed 22 Oct 2025.