Krilogy Financial
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Krilogy Financial’s Constellium CSTM Stock Holding History

Krilogy Financial’s Portfolio CSTM Stock Details CSTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$210K Sell
8,243
-934
-10% -$25.9K 0.01% 1004
2026
Q2 		$292K Buy
9,177
+123
+1% +$3.97K 0.01% 830
2026
Q1 		$269K Sell
9,054
-199
-2% -$4.74K 0.01% 785
2025
Q4 		$209K Buy
+9,253
New +$154K 0.01% 858

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KBC Group
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Rockingstone Advisors
Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 27.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Islay Capital Management
Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Krilogy Financial's CSTM Position: Q3 2026 in Review

Krilogy Financial reduced its Constellium (CSTM) stake by 10% in Q3 2026, selling an estimated $25.9K and leaving 8,243 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #1004.

Krilogy Financial first reported a position in CSTM in Q4 2025 and has held it in 4 quarters since. The position peaked at $292K in Q2 2026. 46 funds tracked by Wall St. Rank hold CSTM as of Q3 2026.

  • Krilogy Financial held 8,243 shares of Constellium worth $210K as of Q3 2026.
  • Krilogy Financial sold 934 Constellium shares in Q3 2026, an estimated $25.9K.
  • Constellium made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #1004 holding.
  • Krilogy Financial first reported a position in Constellium in Q4 2025 and has held it in 4 quarters since.
  • Krilogy Financial's Constellium position peaked at $292K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held Constellium as of Q3 2026.

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