Allworth Financial’s Kestrel Group KG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Allworth Financial's KG Position: Q1 2026 in Review

Allworth Financial opened a new position in Kestrel Group (KG) in Q1 2026: 1 share worth $11. The stake represents ﹤0.01% of the portfolio and ranks #5151 among its holdings. This is a return to the name: Allworth Financial previously reported a position in KG as recently as Q3 2025.

Allworth Financial first reported a position in KG in Q3 2025 and has held it in 2 quarters since. The position peaked at $137 in Q3 2025. 45 funds tracked by Wall St. Rank hold KG as of Q1 2026.

  • Allworth Financial held 1 share of Kestrel Group worth $11 as of Q1 2026.
  • Kestrel Group was a new Allworth Financial position in Q1 2026.
  • Kestrel Group made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5151 holding.
  • Allworth Financial first reported a position in Kestrel Group in Q3 2025 and has held it in 2 quarters since.
  • Allworth Financial's Kestrel Group position peaked at $137 in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Kestrel Group as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.