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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
Q2 		$977 Buy
13
+3
+30% +$204 ﹤0.01% 874
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 $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bay Harbor Wealth Management's KGS Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Kodiak Gas Services (KGS) stake by 30% in Q2 2026, buying an estimated $204 and bringing the position to 13 shares worth $977. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Bay Harbor Wealth Management first reported a position in KGS in Q2 2025 and has held it in 5 quarters since. 409 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • Bay Harbor Wealth Management held 13 shares of Kodiak Gas Services worth $977 as of Q2 2026.
  • Bay Harbor Wealth Management bought 3 Kodiak Gas Services shares in Q2 2026, an estimated $204.
  • Kodiak Gas Services made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #874 holding.
  • Bay Harbor Wealth Management first reported a position in Kodiak Gas Services in Q2 2025 and has held it in 5 quarters since.
  • 409 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.