Action Point Financial Planning’s Kodiak Gas Services KGS Stock Holding History

Action Point Financial Planning’s Portfolio KGS Stock Details KGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.56K	Buy	+35	New	+$2.38K	﹤0.01%	2142

Other funds holding KGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Action Point Financial Planning's KGS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Kodiak Gas Services (KGS) in Q2 2026: 35 shares worth $2.56K. The stake represents ﹤0.01% of the portfolio and ranks #2142 among its holdings.

406 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

Action Point Financial Planning held 35 shares of Kodiak Gas Services worth $2.56K as of Q2 2026.
Kodiak Gas Services was a new Action Point Financial Planning position in Q2 2026.
Kodiak Gas Services made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2142 holding.
406 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.