Profesionally Managed Portfo shares owned by Kestra Investment Management
Quarter-by-quarter ownership of Profesionally Managed Portfo (CAFX) shares owned by Kestra Investment Management
from 13F filings
Historical chart of Kestra Investment Management investment in Profesionally Managed Portfo
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Quarterly reported holdings in Profesionally Managed Portfo by Kestra Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 42k | 25.02 |
| 2025-06-30 | $1.1M | 42k | 24.94 |
| 2025-03-31 | $979k | 40k | 24.79 |
| 2024-12-31 | $895k | 37k | 24.44 |
More positions owned by Kestra Investment Management
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