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B. Riley Wealth Advisors’s Kodiak Gas Services KGS Stock Holding History

B. Riley Wealth Advisors’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,530
Closed -$430K – 1375
2024
Q4 		$430K Sell
10,530
-1,925
-15% -$69.6K 0.01% 748
2024
Q3 		$371K Buy
12,455
+405
+3% +$11.1K 0.01% 851
2024
Q2 		$328K Buy
+12,050
New +$327K 0.01% 987

Other funds holding KGS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

B. Riley Wealth Advisors's KGS Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Kodiak Gas Services (KGS) in Q1 2025, closing a stake of 10,530 shares — an estimated $430K sold.

B. Riley Wealth Advisors first reported a position in KGS in Q2 2024 and held it in 3 quarters. The position peaked at $430K in Q4 2024. 227 funds tracked by Wall St. Rank hold KGS as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Kodiak Gas Services position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,530 Kodiak Gas Services shares in Q1 2025, an estimated $430K.
  • B. Riley Wealth Advisors first reported a position in Kodiak Gas Services in Q2 2024 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Kodiak Gas Services position peaked at $430K in Q4 2024.
  • 227 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.