EWA
KDK

EverSource Wealth Advisors’s Kodiak AI KDK Stock Holding History

EverSource Wealth Advisors’s Portfolio KDK Stock Details KDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.48K Buy
+1,275
New +$9.54K ﹤0.01% 3151

Other funds holding KDK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EverSource Wealth Advisors's KDK Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Kodiak AI (KDK) in Q2 2026: 1,275 shares worth $6.48K. The stake represents ﹤0.01% of the portfolio and ranks #3151 among its holdings.

16 funds tracked by Wall St. Rank hold KDK as of Q2 2026.

  • EverSource Wealth Advisors held 1,275 shares of Kodiak AI worth $6.48K as of Q2 2026.
  • Kodiak AI was a new EverSource Wealth Advisors position in Q2 2026.
  • Kodiak AI made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3151 holding.
  • 16 funds tracked by Wall St. Rank held Kodiak AI as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.