Question 1

Does Kestra Advisory Services own USFR stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Kestra Advisory Services holds 1,495,048 shares of USFR, worth $75.3M.

Question 2

How many shares of USFR does Kestra Advisory Services own?

Accepted Answer

As of its Q2 2026 13F, Kestra Advisory Services holds 1,495,048 shares of USFR.

Question 3

What is Kestra Advisory Services' USFR position worth?

Accepted Answer

As of its Q2 2026 13F, Kestra Advisory Services' USFR position is worth $75.3M.

Question 4

Is Kestra Advisory Services buying or selling USFR?

Accepted Answer

In Q2 2026, Kestra Advisory Services reduced its USFR position by 514,775 shares (-25.6%).

Question 5

When did Kestra Advisory Services first buy USFR?

Accepted Answer

Kestra Advisory Services already held USFR in its Q1 2022 13F, the earliest on record, and has listed it in 18 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.5M	-25.6%	$75.3M	0.2%	$50.19	0
2026-Q1	Increased	2M	+78.3%	$101.2M	0.4%	$49.72	55
2025-Q4	Decreased	1.1M	-13.0%	$56.7M	0.2%	$49.26	0
2025-Q3	Decreased	1.3M	-4.5%	$65.1M	0.3%	$48.74	0
2025-Q2	Increased	1.4M	+61.6%	$68.2M	0.3%	$48.26	51
2025-Q1	Decreased	839,160	-35.3%	$42.2M	0.2%	$47.76	0
2024-Q4	Increased	1.3M	+39.4%	$65.3M	0.4%	$47.26	47
2024-Q3	Decreased	930,143	-53.5%	$46.7M	0.3%	$46.62	0
2024-Q2	Decreased	2M	-0.0%	$100.6M	0.6%	$46.09	0
2024-Q1	Increased	2M	+40.6%	$100.6M	0.7%	$45.46	56
2023-Q4	Decreased	1.4M	-26.7%	$71.4M	0.6%	$44.81	0
2023-Q3	Increased	1.9M	+32.4%	$97.6M	1.0%	$44.28	54
2023-Q2	Decreased	1.5M	-14.0%	$73.7M	0.7%	$43.88	0
2023-Q1	Decreased	1.7M	-14.2%	$85.6M	0.9%	$43.28	0
2022-Q4	Increased	2M	+187.4%	$99.8M	0.9%	$42.80	68
2022-Q3	Increased	690,834	+62.9%	$34.7M	0.4%	$42.39	50
2022-Q2	Increased	424,007	+382.1%	$21.3M	0.2%	$42.18	55
2022-Q1	New	87,949	-	$4.4M	0.0%	$42.06	37

USFR18 quarters

USFR
18 quarters