Steward Partners Investment Advisory’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History

Steward Partners Investment Advisory’s Portfolio LKOR Stock Details LKOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.5K	Hold	251	–	–	﹤0.01%	3536
2025 Q4	$10.7K	Buy	+251	New	+$10.8K	﹤0.01%	3423

Other funds holding LKOR

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Advisory's LKOR Position: Q1 2026 in Review

Steward Partners Investment Advisory held its FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) position steady in Q1 2026 at 251 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3536.

Steward Partners Investment Advisory first reported a position in LKOR in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.7K in Q4 2025. 16 funds tracked by Wall St. Rank hold LKOR as of Q1 2026.

Steward Partners Investment Advisory held 251 shares of FlexShares Credit-Scored US Long Corporate Bond Index Fund worth $10.5K as of Q1 2026.
Steward Partners Investment Advisory left its FlexShares Credit-Scored US Long Corporate Bond Index Fund share count unchanged in Q1 2026.
FlexShares Credit-Scored US Long Corporate Bond Index Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3536 holding.
Steward Partners Investment Advisory first reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund in Q4 2025 and has held it in 2 quarters since.
Steward Partners Investment Advisory's FlexShares Credit-Scored US Long Corporate Bond Index Fund position peaked at $10.7K in Q4 2025.
16 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Long Corporate Bond Index Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.