Krilogy Financial
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Krilogy Financial’s Asana ASAN Stock Holding History

Krilogy Financial’s Portfolio ASAN Stock Details ASAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$112K Buy
11,326
+117
+1% +$1.01K ﹤0.01% 1047
2026
Q2 		$78.5K Buy
+11,209
New +$75.3K ﹤0.01% 1020
2025
Q2 		– Sell
-14,341
Closed -$209K – 252
2025
Q1 		$209K Buy
14,341
+540
+4% +$10.2K 0.01% 222
2024
Q4 		$280K Buy
+13,801
New +$218K 0.02% 212
2024
Q1 		– Sell
-11,250
Closed -$214K – 219
2023
Q4 		$214K Hold
11,250
– – 0.02% 198
2023
Q3 		$206K Hold
11,250
– – 0.02% 203
2023
Q2 		$248K Sell
11,250
-270
-2% -$5.41K 0.02% 201
2023
Q1 		$243K Sell
11,520
-7,000
-38% -$116K 0.02% 360
2022
Q4 		$255K Buy
+18,520
New +$336K 0.02% 342

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Harbour Capital Advisors
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Blue Trust Inc
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Retirement Planning Company of New England
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Farther Finance Advisors
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Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
NorthCrest Asset Manangement
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HB Wealth Management
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SC
Sawyer & Company Boston, Massachusetts $298M AUM 31.19% 1-Year Est. Return

Krilogy Financial's ASAN Position: Q3 2026 in Review

Krilogy Financial increased its Asana (ASAN) stake by 1% in Q3 2026, buying an estimated $1.01K and bringing the position to 11,326 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Krilogy Financial first reported a position in ASAN in Q4 2022 and has held it in 9 quarters since. The position peaked at $280K in Q4 2024. 32 funds tracked by Wall St. Rank hold ASAN as of Q3 2026.

  • Krilogy Financial held 11,326 shares of Asana worth $112K as of Q3 2026.
  • Krilogy Financial bought 117 Asana shares in Q3 2026, an estimated $1.01K.
  • Asana made up ﹤0.01% of Krilogy Financial's portfolio in Q3 2026, its #1047 holding.
  • Krilogy Financial first reported a position in Asana in Q4 2022 and has held it in 9 quarters since.
  • Krilogy Financial's Asana position peaked at $280K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held Asana as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.