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AE Wealth Management’s Kimbell Royalty Partners KRP Stock Holding History

AE Wealth Management’s Portfolio KRP Stock Details KRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,965
Closed -$173K – 2732
2026
Q1 		$173K Sell
11,965
-2,000
-14% -$27.4K ﹤0.01% 1644
2025
Q4 		$164K Sell
13,965
-2,000
-13% -$25.6K ﹤0.01% 1562
2025
Q3 		$215K Sell
15,965
-8
-0.1% -$112 ﹤0.01% 1360
2025
Q2 		$223K Hold
15,973
– – ﹤0.01% 1255
2025
Q1 		$224K Sell
15,973
-100
-0.6% -$1.51K ﹤0.01% 1227
2024
Q4 		$261K Sell
16,073
-787
-5% -$12.6K ﹤0.01% 1159
2024
Q3 		$271K Sell
16,860
-725
-4% -$11.7K ﹤0.01% 1063
2024
Q2 		$288K Buy
+17,585
New +$286K ﹤0.01% 1045
2023
Q2 		– Sell
-23,856
Closed -$363K – 1988
2023
Q1 		$363K Sell
23,856
-9,536
-29% -$149K ﹤0.01% 1470
2022
Q4 		$558K Buy
33,392
+4,486
+16% +$78.8K ﹤0.01% 1260
2022
Q3 		$491K Buy
28,906
+5,491
+23% +$94K ﹤0.01% 1274
2022
Q2 		$367K Buy
+23,415
New +$407K ﹤0.01% 1349

Other funds holding KRP

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $322M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AE Wealth Management's KRP Position: Q2 2026 in Review

AE Wealth Management sold out of Kimbell Royalty Partners (KRP) in Q2 2026, closing a stake of 11,965 shares — an estimated $173K sold.

AE Wealth Management first reported a position in KRP in Q2 2022 and held it in 12 quarters. The position peaked at $558K in Q4 2022. 213 funds tracked by Wall St. Rank hold KRP as of Q2 2026.

  • AE Wealth Management reported no remaining Kimbell Royalty Partners position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 11,965 Kimbell Royalty Partners shares in Q2 2026, an estimated $173K.
  • AE Wealth Management first reported a position in Kimbell Royalty Partners in Q2 2022 and held it in 12 quarters.
  • AE Wealth Management's Kimbell Royalty Partners position peaked at $558K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.