Steward Partners Investment Advisory, LLC

Position in KMX — Carmax Inc

CIK 1723397 STAMFORD, CT

Position in KMX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$57,544

-$6,946 QoQ

Shares Held

1,088

-29.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#422

of 555 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $1,714,976 across 12 Auto & Truck Dealerships names. KMX ranks #6 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RUSHA	Rush Enterprises Inc \Tx\	21,816	$1,061,494
2	LAD	Lithia Motors Inc	749	$217,577
3	CVNA	Carvana Co.	2,113	$139,077
4	PAG	Penske Automotive Group, Inc.	722	$129,201
5	ABG	Asbury Automotive Group Inc	389	$78,220
6	KMX	Carmax Inc This page	1,088	$57,544
7	GPI	Group 1 Automotive Inc	37	$10,773
8	OPLN	OPENLANE, Inc.	176	$7,258

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,544	1,088	-29.9%	Shares	Sole	2026-08-13
2026-03-31	$64,490	1,551	-98.3%	Shares	Sole	2026-05-08
2025-12-31	$3,593,674	93,004	-1.8%	Shares	Sole	2026-02-12
2025-09-30	$4,250,041	94,719	+9.8%	Shares	Sole	2025-11-12
2025-06-30	$5,798,811	86,279	+26.7%	Shares	Sole	2025-08-12
2025-03-31	$5,306,352	68,100	+11.2%	Shares	Sole	2025-05-13
2024-12-31	$5,005,837	61,226	+2.9%	Shares	Sole	2025-02-06
2024-09-30	$4,604,032	59,499	+3.6%	Shares	Sole	2024-11-14
2024-06-30	$4,211,402	57,423	+22.8%	Shares	Sole	2024-08-08
2024-03-31	$4,071,956	46,745	+7379.2%	Shares	Sole	2024-05-15
2023-12-31	$47,962	625	-61.8%	Shares	Sole	2024-02-12
2023-09-30	$115,855	1,638	+169.9%	Shares	Sole	2023-11-13
2023-06-30	$50,805	607	-14.1%	Shares	Sole	2023-08-14
2023-03-31	$45,445	707	-50.5%	Shares	Sole	2023-05-15
2022-12-31	$87,011	1,429	+56.2%	Shares	Sole	2023-02-15
2022-09-30	$60,408	915	-8.7%	Shares	Sole	2022-11-10
2022-06-30	$90,660	1,002	-66.1%	Shares	Sole	2022-08-04
2022-03-31	$284,905	2,953	+48.6%	Shares	Sole	2022-05-02
2021-12-31	$258,767	1,987	+14.4%	Shares	Sole	2022-02-08
2021-09-30	$222,266	1,737	+48.2%	Shares	Sole	2021-11-12
2021-06-30	$151,363	1,172	-57.2%	Shares	Sole	2021-08-13
2021-03-31	$363,090	2,737	+56.2%	Shares	Sole	2021-05-14
2020-12-31	$165,493	1,752	+111.9%	Shares	Sole	2021-02-11
2020-09-30	$76,009	827	0.0%	Shares	Sole	2020-10-30
2020-06-30	$74,057	827	+35.1%	Shares	Sole	2020-08-06
2020-03-31	$32,943	612	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.