Krilogy Financial
DRS icon

Krilogy Financial’s Leonardo DRS DRS Stock Holding History

Krilogy Financial’s Portfolio DRS Stock Details DRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$252K Sell
7,074
-3,954
-36% -$165K 0.01% 927
2026
Q2 		$471K Buy
11,028
+3,499
+46% +$155K 0.01% 661
2026
Q1 		$338K Sell
7,529
-3
-0% -$126 0.01% 694
2025
Q4 		$306K Buy
+7,532
New +$278K 0.01% 721

Other funds holding DRS

Essex Investment Management
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Tower View Wealth Management
Tower View Wealth Management Shorewood, Wisconsin $231M AUM 32.95% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Illumine Investment Management
Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Krilogy Financial's DRS Position: Q3 2026 in Review

Krilogy Financial reduced its Leonardo DRS (DRS) stake by 36% in Q3 2026, selling an estimated $165K and leaving 7,074 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #927.

Krilogy Financial first reported a position in DRS in Q4 2025 and has held it in 4 quarters since. The position peaked at $471K in Q2 2026. 63 funds tracked by Wall St. Rank hold DRS as of Q3 2026.

  • Krilogy Financial held 7,074 shares of Leonardo DRS worth $252K as of Q3 2026.
  • Krilogy Financial sold 3,954 Leonardo DRS shares in Q3 2026, an estimated $165K.
  • Leonardo DRS made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #927 holding.
  • Krilogy Financial first reported a position in Leonardo DRS in Q4 2025 and has held it in 4 quarters since.
  • Krilogy Financial's Leonardo DRS position peaked at $471K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Leonardo DRS as of Q3 2026.

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