Rothwell Investment Advisors, LLC’s Kestrel Group KG Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio KG Stock Details KG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7	Buy	+1	New	+$8	﹤0.01%	1130

Other funds holding KG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Rothwell Investment Advisors, LLC's KG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Kestrel Group (KG) in Q3 2026: 1 share worth $7. The stake represents ﹤0.01% of the portfolio and ranks #1130 among its holdings.

12 funds tracked by Wall St. Rank hold KG as of Q3 2026.

Rothwell Investment Advisors, LLC held 1 share of Kestrel Group worth $7 as of Q3 2026.
Kestrel Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Kestrel Group made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1130 holding.
12 funds tracked by Wall St. Rank held Kestrel Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.