Ameritas Investment Partners’s Kestrel Group KG Stock Holding History

Ameritas Investment Partners’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 Q1	$4.04K	Hold	374	–	–	﹤0.01%	3020
2025 Q4	$3.83K	Hold	374	–	–	﹤0.01%	3055
2025 Q3	$10.2K	Hold	374	–	–	﹤0.01%	2944
2025 Q2	$9.92K	Sell	374 -1	-0.3%	-$23	﹤0.01%	2984
2025 Q1	$4.28K	Hold	375	–	–	﹤0.01%	3002
2024 Q4	$12.7K	Hold	375	–	–	﹤0.01%	2838
2024 Q3	$13.3K	Hold	375	–	–	﹤0.01%	2831
2024 Q2	$15.4K	Hold	375	–	–	﹤0.01%	2732
2024 Q1	$16.9K	Hold	375	–	–	﹤0.01%	2627
2023 Q4	$17.2K	Hold	375	–	–	﹤0.01%	2649
2023 Q3	$13.2K	Hold	375	–	–	﹤0.01%	2716
2023 Q2	$15.7K	Buy	+375	New	+$16K	﹤0.01%	2687
2022 Q2	–	Sell	-273	Closed	-$13K	–	3170
2022 Q1	$13K	Hold	273	–	–	﹤0.01%	2712
2021 Q4	$17K	Hold	273	–	–	﹤0.01%	2711
2021 Q3	$17K	Hold	273	–	–	﹤0.01%	2775
2021 Q2	$18K	Buy	+273	New	+$19K	﹤0.01%	2789
2019 Q2	–	Sell	-288	Closed	-$4K	–	3090
2019 Q1	$4K	Hold	288	–	–	﹤0.01%	2884
2018 Q4	$9K	Hold	288	–	–	﹤0.01%	2703
2018 Q3	$16K	Hold	288	–	–	﹤0.01%	2617
2018 Q2	$45K	Hold	288	–	–	﹤0.01%	2054
2018 Q1	$37K	Hold	288	–	–	﹤0.01%	2087
2017 Q4	$38K	Hold	288	–	–	﹤0.01%	2077
2017 Q3	$41K	Hold	288	–	–	﹤0.01%	2006
2017 Q2	$64K	Hold	288	–	–	﹤0.01%	1738
2017 Q1	$81K	Buy	+288	New	+$94.8K	﹤0.01%	1547

Other funds holding KG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

WCM

Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Ameritas Investment Partners's KG Position: Q1 2026 in Review

Ameritas Investment Partners held its Kestrel Group (KG) position steady in Q1 2026 at 374 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3020.

Ameritas Investment Partners first reported a position in KG in Q1 2017 and has held it in 25 quarters since. The position peaked at $81K in Q1 2017. 45 funds tracked by Wall St. Rank hold KG as of Q1 2026.

Ameritas Investment Partners held 374 shares of Kestrel Group worth $4.04K as of Q1 2026.
Ameritas Investment Partners left its Kestrel Group share count unchanged in Q1 2026.
Kestrel Group made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #3020 holding.
Ameritas Investment Partners first reported a position in Kestrel Group in Q1 2017 and has held it in 25 quarters since.
Ameritas Investment Partners's Kestrel Group position peaked at $81K in Q1 2017.
45 funds tracked by Wall St. Rank held Kestrel Group as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.