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Allworth Financial’s Kestrel Group KG Stock Holding History

Allworth Financial’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
Q2 		$144 Buy
16
+15
+1,500% +$166 ﹤0.01% 4995
2026
Q1 		$11 Buy
+1
New +$11 ﹤0.01% 5151
2025
Q4 		– Sell
-5
Closed -$137 – 5185
2025
Q3 		$137 Buy
+5
New +$132 ﹤0.01% 4644

Other funds holding KG

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial's KG Position: Q2 2026 in Review

Allworth Financial increased its Kestrel Group (KG) stake by 1,500% in Q2 2026, buying an estimated $166 and bringing the position to 16 shares worth $144. The position accounts for ﹤0.01% of the portfolio, ranked #4995.

Allworth Financial first reported a position in KG in Q3 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold KG as of Q2 2026.

  • Allworth Financial held 16 shares of Kestrel Group worth $144 as of Q2 2026.
  • Allworth Financial bought 15 Kestrel Group shares in Q2 2026, an estimated $166.
  • Kestrel Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4995 holding.
  • Allworth Financial first reported a position in Kestrel Group in Q3 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.