BFA
K

Bright Financial Advisors’s Kellanova K Stock Holding History

Bright Financial Advisors’s Portfolio K Stock Details K Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,279
Closed -$351K – 68
2025
Q3 		$351K Buy
4,279
+703
+20% +$55.9K 0.17% 44
2025
Q2 		$284K Hold
3,576
– – 0.16% 48
2025
Q1 		$295K Buy
3,576
+794
+29% +$65.2K 0.18% 45
2024
Q4 		$225K Buy
+2,782
New +$225K 0.14% 51

Other funds holding K

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BPMC
Buckland Partners Management Co Harrison, New York $165M AUM
TIM
Tevis Investment Management Plano, Texas $176M AUM 18.14% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bright Financial Advisors's K Position: Q4 2025 in Review

Bright Financial Advisors sold out of Kellanova (K) in Q4 2025, closing a stake of 4,279 shares — an estimated $351K sold.

Bright Financial Advisors first reported a position in K in Q4 2024 and held it in 4 quarters. The position peaked at $351K in Q3 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Bright Financial Advisors reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Bright Financial Advisors sold 4,279 Kellanova shares in Q4 2025, an estimated $351K.
  • Bright Financial Advisors first reported a position in Kellanova in Q4 2024 and held it in 4 quarters.
  • Bright Financial Advisors's Kellanova position peaked at $351K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Bright Financial Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.