EP
KG

Essential Partners’s Kestrel Group KG Stock Holding History

Essential 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
2026
Q2 		$36 Sell
4
-62
-94% -$688 ﹤0.01% 2808
2026
Q1 		$713 Buy
66
+65
+6,500% +$742 ﹤0.01% 2334
2025
Q4 		$10 Hold
1
– – ﹤0.01% 2753
2025
Q3 		$27 Buy
+1
New +$26 ﹤0.01% 2618

Other funds holding KG

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Essential Partners's KG Position: Q2 2026 in Review

Essential Partners reduced its Kestrel Group (KG) stake by 94% in Q2 2026, selling an estimated $688 and leaving 4 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #2808.

Essential Partners first reported a position in KG in Q3 2025 and has held it in 4 quarters since. The position peaked at $713 in Q1 2026. 39 funds tracked by Wall St. Rank hold KG as of Q2 2026.

  • Essential Partners held 4 shares of Kestrel Group worth $36 as of Q2 2026.
  • Essential Partners sold 62 Kestrel Group shares in Q2 2026, an estimated $688.
  • Kestrel Group made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2808 holding.
  • Essential Partners first reported a position in Kestrel Group in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Kestrel Group position peaked at $713 in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.