AFG
KMID

Allegheny Financial Group’s Virtus KAR Mid-Cap ETF KMID Stock Holding History

Allegheny Financial Group’s Portfolio KMID Stock Details KMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.2M Buy
726,233
+105,859
+17% +$2.63M 1.93% 13
2026
Q1 		$14.8M Buy
620,374
+179,756
+41% +$4.5M 1.99% 13
2025
Q4 		$10.7M Buy
440,618
+282,118
+178% +$6.87M 1.59% 16
2025
Q3 		$3.91M Buy
158,500
+88,317
+126% +$2.2M 0.73% 22
2025
Q2 		$1.76M Buy
+70,183
New +$1.69M 0.39% 53

Other funds holding KMID

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Allegheny Financial Group's KMID Position: Q2 2026 in Review

Allegheny Financial Group increased its Virtus KAR Mid-Cap ETF (KMID) stake by 17% in Q2 2026, buying an estimated $2.63M and bringing the position to 726,233 shares worth $18.2M. The position accounts for 1.93% of the portfolio, ranked #13.

Allegheny Financial Group first reported a position in KMID in Q2 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold KMID as of Q2 2026.

  • Allegheny Financial Group held 726,233 shares of Virtus KAR Mid-Cap ETF worth $18.2M as of Q2 2026.
  • Allegheny Financial Group bought 105,859 Virtus KAR Mid-Cap ETF shares in Q2 2026, an estimated $2.63M.
  • Virtus KAR Mid-Cap ETF made up 1.93% of Allegheny Financial Group's portfolio in Q2 2026, its #13 holding.
  • Allegheny Financial Group first reported a position in Virtus KAR Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 16 funds tracked by Wall St. Rank held Virtus KAR Mid-Cap ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.