Bell Investment Advisors’s Kosmos Energy KOS Stock Holding History

Bell Investment Advisors’s Portfolio KOS Stock Details KOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-140	Closed	-$320	–	1936
2025 Q1	$320	Sell	140 -294	-68%	-$867	﹤0.01%	1843
2024 Q4	$1.49K	Sell	434 -126	-23%	-$479	﹤0.01%	1444
2024 Q3	$2.26K	Buy	560 +185	+49%	+$901	﹤0.01%	1306
2024 Q2	$2.08K	Sell	375 -87	-19%	-$507	﹤0.01%	1336
2024 Q1	$2.75K	Hold	462	–	–	﹤0.01%	1210
2023 Q4	$3.1K	Hold	462	–	–	﹤0.01%	1131
2023 Q3	$3.78K	Hold	462	–	–	﹤0.01%	950
2023 Q2	$2.77K	Hold	462	–	–	﹤0.01%	1131
2023 Q1	$3.44K	Hold	462	–	–	﹤0.01%	978
2022 Q4	$2.94K	Buy	462 +162	+54%	+$1.01K	﹤0.01%	1079
2022 Q3	$2K	Hold	300	–	–	﹤0.01%	1139
2022 Q2	$2K	Buy	+300	New	+$2.16K	﹤0.01%	1175
2021 Q4	$1K	Buy	300 +140	+88%	+$502	﹤0.01%	1490
2021 Q3	$0	Buy	+160	New	+$390	﹤0.01%	1779

Other funds holding KOS

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

EPIM

Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bell Investment Advisors's KOS Position: Q2 2025 in Review

Bell Investment Advisors sold out of Kosmos Energy (KOS) in Q2 2025, closing a stake of 140 shares — an estimated $320 sold.

Bell Investment Advisors first reported a position in KOS in Q3 2021 and held it in 14 quarters. The position peaked at $3.78K in Q3 2023. 226 funds tracked by Wall St. Rank hold KOS as of Q2 2025.

Bell Investment Advisors reported no remaining Kosmos Energy position as of Q2 2025 after selling out during the quarter.
Bell Investment Advisors sold 140 Kosmos Energy shares in Q2 2025, an estimated $320.
Bell Investment Advisors first reported a position in Kosmos Energy in Q3 2021 and held it in 14 quarters.
Bell Investment Advisors's Kosmos Energy position peaked at $3.78K in Q3 2023.
226 funds tracked by Wall St. Rank held Kosmos Energy as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.