GAMMA Investing’s Kestrel Group KG Stock Holding History

GAMMA Investing’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	$1.03K	Sell	114 -51	-31%	-$566	﹤0.01%	3876
2026 Q1	$1.78K	Buy	165 +62	+60%	+$708	﹤0.01%	3700
2025 Q4	$1.05K	Sell	103 -87	-46%	-$1.57K	﹤0.01%	3775
2025 Q3	$5.19K	Buy	190 +176	+1,257%	+$4.66K	﹤0.01%	3165
2025 Q2	$371	Buy	+14	New	+$324	﹤0.01%	3671

Other funds holding KG

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

GAMMA Investing's KG Position: Q2 2026 in Review

GAMMA Investing reduced its Kestrel Group (KG) stake by 31% in Q2 2026, selling an estimated $566 and leaving 114 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #3876.

GAMMA Investing first reported a position in KG in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.19K in Q3 2025. 6 funds tracked by Wall St. Rank hold KG as of Q2 2026.

GAMMA Investing held 114 shares of Kestrel Group worth $1.03K as of Q2 2026.
GAMMA Investing sold 51 Kestrel Group shares in Q2 2026, an estimated $566.
Kestrel Group made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3876 holding.
GAMMA Investing first reported a position in Kestrel Group in Q2 2025 and has held it in 5 quarters since.
GAMMA Investing's Kestrel Group position peaked at $5.19K in Q3 2025.
6 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.