Exencial Wealth Advisors’s Kemper KMPR Stock Holding History

Exencial Wealth Advisors’s Portfolio KMPR Stock Details KMPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$362K	Buy	11,849 +20	+0.2%	+$685	0.01%	452
2025 Q4	$480K	Sell	11,829 -324	-3%	-$13.9K	0.02%	399
2025 Q3	$626K	Buy	12,153 +434	+4%	+$24.4K	0.02%	345
2025 Q2	$756K	Buy	11,719 +25	+0.2%	+$1.55K	0.03%	317
2025 Q1	$782K	Buy	11,694 +4	+0%	+$265	0.03%	311
2024 Q4	$777K	Buy	11,690 +5	+0%	+$330	0.03%	312
2024 Q3	$716K	Buy	11,685 +2	+0%	+$123	0.03%	313
2024 Q2	$693K	Sell	11,683 -12	-0.1%	-$704	0.03%	312
2024 Q1	$724K	Sell	11,695 -9	-0.1%	-$516	0.03%	308
2023 Q4	$570K	Buy	11,704 +18	+0.2%	+$787	0.02%	330
2023 Q3	$491K	Buy	11,686 +12	+0.1%	+$569	0.02%	298
2023 Q2	$563K	Hold	11,674	–	–	0.03%	282
2023 Q1	$638K	Buy	11,674 +3	+0%	+$174	0.03%	255
2022 Q4	$574K	Sell	11,671 -10,997	-49%	-$553K	0.03%	268
2022 Q3	$935K	Sell	22,668 -13	-0.1%	-$608	0.06%	216
2022 Q2	$1.09M	Buy	+22,681	New	+$1.14M	0.06%	207

Other funds holding KMPR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return