SC
PKST

Stephens Consulting’s Peakstone Realty Trust PKST Stock Holding History

Stephens Consulting’s Portfolio PKST Stock Details PKST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30
Closed -$397 – 956
2025
Q2 		$397 Hold
30
– – ﹤0.01% 970
2025
Q1 		$378 Buy
+30
New +$340 ﹤0.01% 1147

Other funds holding PKST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return

Stephens Consulting's PKST Position: Q3 2025 in Review

Stephens Consulting sold out of Peakstone Realty Trust (PKST) in Q3 2025, closing a stake of 30 shares — an estimated $397 sold.

Stephens Consulting first reported a position in PKST in Q1 2025 and held it in 2 quarters. The position peaked at $397 in Q2 2025. 196 funds tracked by Wall St. Rank hold PKST as of Q3 2025.

  • Stephens Consulting reported no remaining Peakstone Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 30 Peakstone Realty Trust shares in Q3 2025, an estimated $397.
  • Stephens Consulting first reported a position in Peakstone Realty Trust in Q1 2025 and held it in 2 quarters.
  • Stephens Consulting's Peakstone Realty Trust position peaked at $397 in Q2 2025.
  • 196 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.