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 $1.74B AUM 34.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $122M AUM 46.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

Farther Finance Advisors's KLG Position: Q3 2025 in Review

Farther Finance Advisors sold out of WK Kellogg Co (KLG) in Q3 2025, closing a stake of 1,149 shares — an estimated $18.3K sold.

Farther Finance Advisors first reported a position in KLG in Q4 2023 and held it in 7 quarters. The position peaked at $50.1K in Q1 2025. 7 funds tracked by Wall St. Rank hold KLG as of Q3 2025.

  • Farther Finance Advisors reported no remaining WK Kellogg Co position as of Q3 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 1,149 WK Kellogg Co shares in Q3 2025, an estimated $18.3K.
  • Farther Finance Advisors first reported a position in WK Kellogg Co in Q4 2023 and held it in 7 quarters.
  • Farther Finance Advisors's WK Kellogg Co position peaked at $50.1K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held WK Kellogg Co as of Q3 2025.

Based on Farther Finance Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.