EverSource Wealth Advisors’s Kestrel Group KG Stock Holding History

EverSource Wealth Advisors’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	$189	Buy	21 +14	+200%	+$155	﹤0.01%	4254
2026 Q1	$76	Buy	+7	New	+$80	﹤0.01%	4293
2025 Q4	–	Sell	-8	Closed	-$218	–	4372
2025 Q3	$218	Hold	8	–	–	﹤0.01%	4094
2025 Q2	$212	Buy	+8	New	+$185	﹤0.01%	4051

Other funds holding KG

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Kestrel Group (KG) stake by 200% in Q2 2026, buying an estimated $155 and bringing the position to 21 shares worth $189. The position accounts for ﹤0.01% of the portfolio, ranked #4254.

EverSource Wealth Advisors first reported a position in KG in Q2 2025 and has held it in 4 quarters since. The position peaked at $218 in Q3 2025. 6 funds tracked by Wall St. Rank hold KG as of Q2 2026.

EverSource Wealth Advisors held 21 shares of Kestrel Group worth $189 as of Q2 2026.
EverSource Wealth Advisors bought 14 Kestrel Group shares in Q2 2026, an estimated $155.
Kestrel Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4254 holding.
EverSource Wealth Advisors first reported a position in Kestrel Group in Q2 2025 and has held it in 4 quarters since.
EverSource Wealth Advisors's Kestrel Group position peaked at $218 in Q3 2025.
6 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2026.

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