Krilogy Financial
PTON icon

Krilogy Financial’s Peloton Interactive PTON Stock Holding History

Krilogy Financial’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$102K Sell
19,838
-1,975
-9% -$11K ﹤0.01% 1052
2026
Q2 		$129K Sell
21,813
-507
-2% -$2.74K ﹤0.01% 996
2026
Q1 		$112K Buy
+22,320
New +$109K ﹤0.01% 923

Other funds holding PTON

Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial's PTON Position: Q3 2026 in Review

Krilogy Financial reduced its Peloton Interactive (PTON) stake by 9.1% in Q3 2026, selling an estimated $11K and leaving 19,838 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Krilogy Financial first reported a position in PTON in Q1 2026 and has held it in 3 quarters since. The position peaked at $129K in Q2 2026. 95 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

  • Krilogy Financial held 19,838 shares of Peloton Interactive worth $102K as of Q3 2026.
  • Krilogy Financial sold 1,975 Peloton Interactive shares in Q3 2026, an estimated $11K.
  • Peloton Interactive made up ﹤0.01% of Krilogy Financial's portfolio in Q3 2026, its #1052 holding.
  • Krilogy Financial first reported a position in Peloton Interactive in Q1 2026 and has held it in 3 quarters since.
  • Krilogy Financial's Peloton Interactive position peaked at $129K in Q2 2026.
  • 95 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

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