Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: KRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on KRE, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 63,817 KRE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,817 shares
    Change vs previous 13F -88,803 shares

    0.01% of the 13F portfolio, value $4,776,708.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 152,620 shares
    Change vs previous 13F +127,438 shares

    0.02% of the 13F portfolio, value $9,943,053.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,182 shares
    Change vs previous 13F -2,566 shares

    <0.01% of the 13F portfolio, value $1,632,050.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,748 shares
    Change vs previous 13F -701 shares

    <0.01% of the 13F portfolio, value $1,756,418.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,449 shares
    Change vs previous 13F -4,002 shares

    <0.01% of the 13F portfolio, value $1,689,587.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,451 shares
    Change vs previous 13F -1,658 shares

    <0.01% of the 13F portfolio, value $1,844,833.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,109 shares
    Change vs previous 13F -2,308 shares

    0.01% of the 13F portfolio, value $2,058,485.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,417 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,061,193.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).