CWP
KG

Curated Wealth Partners’s Kestrel Group KG Stock Holding History

Curated Wealth Partners’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,500
Closed -$248K – 217
2024
Q1 		$248K Buy
+5,500
New +$188K 0.04% 126

Other funds holding KG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curated Wealth Partners's KG Position: Q2 2025 in Review

Curated Wealth Partners sold out of Kestrel Group (KG) in Q2 2025, closing a stake of 5,500 shares — an estimated $62.7K sold.

Curated Wealth Partners first reported a position in KG in Q4 2020 and held it in 17 quarters. The position peaked at $371K in Q2 2021. 43 funds tracked by Wall St. Rank hold KG as of Q2 2025.

  • Curated Wealth Partners reported no remaining Kestrel Group position as of Q2 2025 after selling out during the quarter.
  • Curated Wealth Partners sold 5,500 Kestrel Group shares in Q2 2025, an estimated $62.7K.
  • Curated Wealth Partners first reported a position in Kestrel Group in Q4 2020 and held it in 17 quarters.
  • Curated Wealth Partners's Kestrel Group position peaked at $371K in Q2 2021.
  • 43 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2025.

Based on Curated Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.