Fortitude Family Office’s Kestrel Group KG Stock Holding History

Fortitude Family Office’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
2025 Q4	–	Sell	-36	Closed	-$983	–	2046
2025 Q3	$983	Buy	+36	New	+$954	﹤0.01%	1555

Other funds holding KG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM

Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fortitude Family Office's KG Position: Q4 2025 in Review

Fortitude Family Office sold out of Kestrel Group (KG) in Q4 2025, closing a stake of 36 shares — an estimated $983 sold.

Fortitude Family Office first reported a position in KG in Q3 2025 and held it in 1 quarter. The position peaked at $983 in Q3 2025. 40 funds tracked by Wall St. Rank hold KG as of Q4 2025.

Fortitude Family Office reported no remaining Kestrel Group position as of Q4 2025 after selling out during the quarter.
Fortitude Family Office sold 36 Kestrel Group shares in Q4 2025, an estimated $983.
Fortitude Family Office first reported a position in Kestrel Group in Q3 2025 and held it in 1 quarter.
Fortitude Family Office's Kestrel Group position peaked at $983 in Q3 2025.
40 funds tracked by Wall St. Rank held Kestrel Group as of Q4 2025.

Based on Fortitude Family Office's 13F filing for Q4 2025, filed 15 Jan 2026.