AAS
KLG

Ameritas Advisory Services’s WK Kellogg Co KLG Stock Holding History

Ameritas Advisory Services’s Portfolio KLG Stock Details KLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-49
Closed -$779 – 2566
2025
Q2 		$779 Buy
+49
New +$852 ﹤0.01% 2653

Other funds holding KLG

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $122M AUM 46.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

Ameritas Advisory Services's KLG Position: Q3 2025 in Review

Ameritas Advisory Services sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 49 shares — an estimated $779 sold.

Ameritas Advisory Services first reported a position in KLG in Q2 2025 and held it in 1 quarter. The position peaked at $779 in Q2 2025. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • Ameritas Advisory Services reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 49 WK Kellogg Co shares in Q3 2025, an estimated $779.
  • Ameritas Advisory Services first reported a position in WK Kellogg Co in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's WK Kellogg Co position peaked at $779 in Q2 2025.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.