AAS
KE

Avantax Advisory Services’s Kimball Electronics KE Stock Holding History

Avantax Advisory Services’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.24M Buy
64,530
+1,138
+2% +$19.1K 0.01% 1027
2025
Q1 		$1.04M Buy
63,392
+28,521
+82% +$504K 0.01% 1062
2024
Q4 		$653K Sell
34,871
-14,351
-29% -$269K ﹤0.01% 1282
2024
Q3 		$911K Sell
49,222
-1,366
-3% -$27.3K 0.01% 1084
2024
Q2 		$1.11M Buy
+50,588
New +$1.1M 0.01% 923

Other funds holding KE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Avantax Advisory Services's KE Position: Q2 2025 in Review

Avantax Advisory Services increased its Kimball Electronics (KE) stake by 1.8% in Q2 2025, buying an estimated $19.1K and bringing the position to 64,530 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #1027.

Avantax Advisory Services first reported a position in KE in Q2 2024 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold KE as of Q2 2025.

  • Avantax Advisory Services held 64,530 shares of Kimball Electronics worth $1.24M as of Q2 2025.
  • Avantax Advisory Services bought 1,138 Kimball Electronics shares in Q2 2025, an estimated $19.1K.
  • Kimball Electronics made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1027 holding.
  • Avantax Advisory Services first reported a position in Kimball Electronics in Q2 2024 and has held it in 5 quarters since.
  • 158 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.