WTFG
PKST

Wood Tarver Financial Group’s Peakstone Realty Trust PKST Stock Holding History

Wood Tarver Financial Group’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
-422
Closed -$5K – 508
2025
Q2 		$5K Hold
422
– – ﹤0.01% 466
2025
Q1 		$5.32K Hold
422
– – ﹤0.01% 460
2024
Q4 		$4K Buy
+422
New +$5.5K ﹤0.01% 467

Other funds holding PKST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 33.82% 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 $1.21B AUM 33.48% 1-Year Est. Return

Wood Tarver Financial Group's PKST Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Peakstone Realty Trust (PKST) in Q3 2025, closing a stake of 422 shares — an estimated $5K sold.

Wood Tarver Financial Group first reported a position in PKST in Q4 2024 and held it in 3 quarters. The position peaked at $5.32K in Q1 2025. 196 funds tracked by Wall St. Rank hold PKST as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Peakstone Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 422 Peakstone Realty Trust shares in Q3 2025, an estimated $5K.
  • Wood Tarver Financial Group first reported a position in Peakstone Realty Trust in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Peakstone Realty Trust position peaked at $5.32K in Q1 2025.
  • 196 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.