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Bay Harbor Wealth Management’s Kodiak Gas Services KGS Stock Holding History

Bay Harbor Wealth Management’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
2026
Q1 		$583 Buy
10
+2
+25% +$97 ﹤0.01% 946
2025
Q4 		$299 Buy
8
+6
+300% +$212 ﹤0.01% 1031
2025
Q3 		$73 Buy
2
+1
+100% +$34 ﹤0.01% 1214
2025
Q2 		$34 Buy
+1
New +$35 ﹤0.01% 1225

Other funds holding KGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bay Harbor Wealth Management's KGS Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Kodiak Gas Services (KGS) stake by 25% in Q1 2026, buying an estimated $97 and bringing the position to 10 shares worth $583. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Bay Harbor Wealth Management first reported a position in KGS in Q2 2025 and has held it in 4 quarters since. 326 funds tracked by Wall St. Rank hold KGS as of Q1 2026.

  • Bay Harbor Wealth Management held 10 shares of Kodiak Gas Services worth $583 as of Q1 2026.
  • Bay Harbor Wealth Management bought 2 Kodiak Gas Services shares in Q1 2026, an estimated $97.
  • Kodiak Gas Services made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #946 holding.
  • Bay Harbor Wealth Management first reported a position in Kodiak Gas Services in Q2 2025 and has held it in 4 quarters since.
  • 326 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.