Krilogy Financial
S icon

Krilogy Financial’s SentinelOne S Stock Holding History

Krilogy Financial’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$793K Buy
30,887
+1,093
+4% +$22.6K 0.02% 491
2026
Q2 		$506K Buy
29,794
+5,275
+22% +$81.2K 0.01% 628
2026
Q1 		$342K Buy
24,519
+899
+4% +$12.5K 0.01% 691
2025
Q4 		$344K Buy
+23,620
New +$387K 0.01% 681

Other funds holding S

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Meritas Wealth Management
Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

Krilogy Financial's S Position: Q3 2026 in Review

Krilogy Financial increased its SentinelOne (S) stake by 3.7% in Q3 2026, buying an estimated $22.6K and bringing the position to 30,887 shares worth $793K. The position accounts for 0.02% of the portfolio, ranked #491.

Krilogy Financial first reported a position in S in Q4 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold S as of Q3 2026.

  • Krilogy Financial held 30,887 shares of SentinelOne worth $793K as of Q3 2026.
  • Krilogy Financial bought 1,093 SentinelOne shares in Q3 2026, an estimated $22.6K.
  • SentinelOne made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #491 holding.
  • Krilogy Financial first reported a position in SentinelOne in Q4 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held SentinelOne as of Q3 2026.

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