FFA
KLG

Farther Finance Advisors’s WK Kellogg Co KLG Stock Holding History

Farther Finance Advisors’s Portfolio KLG Stock Details KLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,149
Closed -$18.3K – 5028
2025
Q2 		$18.3K Sell
1,149
-1,339
-54% -$23.3K ﹤0.01% 2735
2025
Q1 		$50.1K Buy
2,488
+405
+19% +$7.38K ﹤0.01% 1894
2024
Q4 		$37.5K Buy
2,083
+107
+5% +$1.96K ﹤0.01% 1798
2024
Q3 		$33.8K Buy
1,976
+557
+39% +$9.55K ﹤0.01% 1844
2024
Q2 		$23.2K Buy
1,419
+1,052
+287% +$21.4K ﹤0.01% 1736
2024
Q1 		$7.26K Sell
367
-197
-35% -$2.86K ﹤0.01% 1892
2023
Q4 		$7.41K Buy
+564
New +$6.35K ﹤0.01% 1757

Other funds holding KLG

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $102M AUM 26.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return