Fidelity Investments
KG

Fidelity Investments’s Kestrel Group KG Stock Holding History

Fidelity Investments’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
Q1 		$27.2K Buy
2,523
+1,609
+176% +$18.4K ﹤0.01% 4387
2025
Q4 		$9.36K Buy
914
+501
+121% +$9.03K ﹤0.01% 4754
2025
Q3 		$11.3K Sell
413
-55
-12% -$1.46K ﹤0.01% 4570
2025
Q2 		$12.4K Buy
468
+205
+78% +$4.74K ﹤0.01% 4459
2025
Q1 		$3K Buy
263
+73
+38% +$1.38K ﹤0.01% 4821
2024
Q4 		$6.42K Buy
190
+84
+79% +$2.69K ﹤0.01% 4599
2024
Q3 		$3.77K Sell
106
-62
-37% -$2.25K ﹤0.01% 4680
2024
Q2 		$6.93K Buy
168
+56
+50% +$2.36K ﹤0.01% 4450
2024
Q1 		$5.02K Sell
112
-47
-30% -$1.61K ﹤0.01% 4504
2023
Q4 		$7.28K Buy
159
+86
+118% +$3.19K ﹤0.01% 4338
2023
Q3 		$2.56K Sell
73
-2
-3% -$74 ﹤0.01% 4478
2023
Q2 		$3.14K Buy
75
+14
+23% +$598 ﹤0.01% 4484
2023
Q1 		$2.54K Sell
61
-20
-25% -$927 ﹤0.01% 4568
2022
Q4 		$3.41K Hold
81
– – ﹤0.01% 4369
2022
Q3 		$3K Sell
81
-15
-16% -$638 ﹤0.01% 4473
2022
Q2 		$4K Buy
96
+15
+19% +$671 ﹤0.01% 4383
2022
Q1 		$4K Buy
81
+61
+305% +$3.21K ﹤0.01% 4501
2021
Q4 		$1K Hold
20
– – ﹤0.01% 4165
2021
Q3 		$1K Hold
20
– – ﹤0.01% 4164
2021
Q2 		$1K Hold
20
– – ﹤0.01% 4071
2021
Q1 		$1K Hold
20
– – ﹤0.01% 3860
2020
Q4 		$1K Hold
20
– – ﹤0.01% 3710
2020
Q3 		$0 Hold
20
– – ﹤0.01% 3874
2020
Q2 		$0 Hold
20
– – ﹤0.01% 3948
2020
Q1 		$0 Hold
20
– – ﹤0.01% 4026
2019
Q4 		$0 Hold
20
– – ﹤0.01% 4087
2019
Q3 		$0 Sell
20
-15
-43% -$176 ﹤0.01% 4064
2019
Q2 		$0 Hold
35
– – ﹤0.01% 4012
2019
Q1 		$1K Hold
35
– – ﹤0.01% 3491
2018
Q4 		$1K Hold
35
– – ﹤0.01% 3402
2018
Q3 		$2K Buy
+35
New +$3.79K ﹤0.01% 3392

Other funds holding KG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Fidelity Investments's KG Position: Q1 2026 in Review

Fidelity Investments increased its Kestrel Group (KG) stake by 176% in Q1 2026, buying an estimated $18.4K and bringing the position to 2,523 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4387.

Fidelity Investments first reported a position in KG in Q3 2018 and has held it in 31 quarters since. 45 funds tracked by Wall St. Rank hold KG as of Q1 2026.

  • Fidelity Investments held 2,523 shares of Kestrel Group worth $27.2K as of Q1 2026.
  • Fidelity Investments bought 1,609 Kestrel Group shares in Q1 2026, an estimated $18.4K.
  • Kestrel Group made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4387 holding.
  • Fidelity Investments first reported a position in Kestrel Group in Q3 2018 and has held it in 31 quarters since.
  • 45 funds tracked by Wall St. Rank held Kestrel Group as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.