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Poinciana Advisors Group’s CarMax KMX Stock Holding History

Poinciana Advisors Group’s Portfolio KMX Stock Details KMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$210K Sell
3,965
-884
-18% -$38.5K 0.16% 110
2026
Q1 		$202K Buy
+4,849
New +$212K 0.16% 125
2025
Q3 		– Sell
-5,427
Closed -$365K – 134
2025
Q2 		$365K Buy
+5,427
New +$365K 0.33% 54

Other funds holding KMX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Poinciana Advisors Group's KMX Position: Q2 2026 in Review

Poinciana Advisors Group reduced its CarMax (KMX) stake by 18% in Q2 2026, selling an estimated $38.5K and leaving 3,965 shares worth $210K. The position accounts for 0.16% of the portfolio, ranked #110.

Poinciana Advisors Group first reported a position in KMX in Q2 2025 and has held it in 3 quarters since. The position peaked at $365K in Q2 2025. 255 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

  • Poinciana Advisors Group held 3,965 shares of CarMax worth $210K as of Q2 2026.
  • Poinciana Advisors Group sold 884 CarMax shares in Q2 2026, an estimated $38.5K.
  • CarMax made up 0.16% of Poinciana Advisors Group's portfolio in Q2 2026, its #110 holding.
  • Poinciana Advisors Group first reported a position in CarMax in Q2 2025 and has held it in 3 quarters since.
  • Poinciana Advisors Group's CarMax position peaked at $365K in Q2 2025.
  • 255 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.