Position in KMX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$442,847
+$206,255 QoQ
Shares Held
8,373
+36.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#308
of 553 holders
Holding Since
Jun 2022
15 quarters on record
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Kestra Advisory Services, LLC holds $3,423,132 across 5 Auto & Truck Dealerships names. KMX ranks #3 (12.9% of the industry book) .
All Filings in KMX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,847 | 8,373 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $236,592 | 6,123 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $829,287 | 18,482 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $563,085 | 8,378 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $757,927 | 9,727 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $389,586 | 4,765 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,387,873 | 82,552 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,559,318 | 75,802 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $374,573 | 4,300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $291,228 | 3,795 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $448,781 | 6,345 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $539,697 | 6,448 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $400,464 | 6,230 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $561,588 | 9,223 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $740,669 | 8,186 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||