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CFG Wealth Management Services’s Kura Sushi USA KRUS Stock Holding History

CFG Wealth Management Services’s Portfolio KRUS Stock Details KRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209K Hold
3,000
– – 0.2% 35
2026
Q1 		$209K Sell
3,000
-7,000
-70% -$470K 0.19% 35
2025
Q4 		$523K Buy
+10,000
New +$545K 0.48% 28

Other funds holding KRUS

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CFG Wealth Management Services's KRUS Position: Q2 2026 in Review

CFG Wealth Management Services held its Kura Sushi USA (KRUS) position steady in Q2 2026 at 3,000 shares worth $209K. The position accounts for 0.2% of the portfolio, ranked #35.

CFG Wealth Management Services first reported a position in KRUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $523K in Q4 2025. 147 funds tracked by Wall St. Rank hold KRUS as of Q2 2026.

  • CFG Wealth Management Services held 3,000 shares of Kura Sushi USA worth $209K as of Q2 2026.
  • CFG Wealth Management Services left its Kura Sushi USA share count unchanged in Q2 2026.
  • Kura Sushi USA made up 0.2% of CFG Wealth Management Services's portfolio in Q2 2026, its #35 holding.
  • CFG Wealth Management Services first reported a position in Kura Sushi USA in Q4 2025 and has held it in 3 quarters since.
  • CFG Wealth Management Services's Kura Sushi USA position peaked at $523K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Kura Sushi USA as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.