Krilogy Financial
FTRE icon

Krilogy Financial’s Fortrea Holdings FTRE Stock Holding History

Krilogy Financial’s Portfolio FTRE Stock Details FTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$305K Sell
14,524
-2,288
-14% -$42.4K 0.01% 852
2026
Q2 		$293K Sell
16,812
-1,351
-7% -$18.2K 0.01% 829
2026
Q1 		$183K Buy
18,163
+4,202
+30% +$54K 0.01% 908
2025
Q4 		$238K Buy
13,961
+349
+3% +$4.31K 0.01% 814
2025
Q3 		$163K Buy
+13,612
New +$104K 0.01% 829

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PIM
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New York State Teachers Retirement System (NYSTRS)
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Wealth Enhancement Advisory Services
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Assenagon Asset Management
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Y-Intercept (HK)
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Louisiana State Employees Retirement System
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Atria Investments
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KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Krilogy Financial's FTRE Position: Q3 2026 in Review

Krilogy Financial reduced its Fortrea Holdings (FTRE) stake by 14% in Q3 2026, selling an estimated $42.4K and leaving 14,524 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #852.

Krilogy Financial first reported a position in FTRE in Q3 2025 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold FTRE as of Q3 2026.

  • Krilogy Financial held 14,524 shares of Fortrea Holdings worth $305K as of Q3 2026.
  • Krilogy Financial sold 2,288 Fortrea Holdings shares in Q3 2026, an estimated $42.4K.
  • Fortrea Holdings made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #852 holding.
  • Krilogy Financial first reported a position in Fortrea Holdings in Q3 2025 and has held it in 5 quarters since.
  • 55 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2026.

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