FFA
KG

Farther Finance Advisors’s Kestrel Group KG Stock Holding History

Farther Finance 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 		$18 Sell
2
-18
-90% -$200 ﹤0.01% 5907
2026
Q1 		$244 Buy
+20
New +$228 ﹤0.01% 5397

Other funds holding KG

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 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

Farther Finance Advisors's KG Position: Q2 2026 in Review

Farther Finance Advisors reduced its Kestrel Group (KG) stake by 90% in Q2 2026, selling an estimated $200 and leaving 2 shares worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #5907.

Farther Finance Advisors first reported a position in KG in Q1 2026 and has held it in 2 quarters since. The position peaked at $244 in Q1 2026. 5 funds tracked by Wall St. Rank hold KG as of Q2 2026.

  • Farther Finance Advisors held 2 shares of Kestrel Group worth $18 as of Q2 2026.
  • Farther Finance Advisors sold 18 Kestrel Group shares in Q2 2026, an estimated $200.
  • Kestrel Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5907 holding.
  • Farther Finance Advisors first reported a position in Kestrel Group in Q1 2026 and has held it in 2 quarters since.
  • Farther Finance Advisors's Kestrel Group position peaked at $244 in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.