GoalVest Advisory’s Klarna Group KLAR Stock Holding History

GoalVest Advisory’s Portfolio KLAR Stock Details KLAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$235	Sell	19 -26,617	-100%	-$444K	﹤0.01%	721
2026 Q2	$539K	Buy	+26,636	New	+$419K	0.1%	83

Other funds holding KLAR

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GoalVest Advisory's KLAR Position: Q3 2026 in Review

GoalVest Advisory reduced its Klarna Group (KLAR) stake by 100% in Q3 2026, selling an estimated $444K and leaving 19 shares worth $235. The position accounts for ﹤0.01% of the portfolio, ranked #721.

GoalVest Advisory first reported a position in KLAR in Q2 2026 and has held it in 2 quarters since. The position peaked at $539K in Q2 2026. 7 funds tracked by Wall St. Rank hold KLAR as of Q3 2026.

GoalVest Advisory held 19 shares of Klarna Group worth $235 as of Q3 2026.
GoalVest Advisory sold 26,617 Klarna Group shares in Q3 2026, an estimated $444K.
Klarna Group made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #721 holding.
GoalVest Advisory first reported a position in Klarna Group in Q2 2026 and has held it in 2 quarters since.
GoalVest Advisory's Klarna Group position peaked at $539K in Q2 2026.
7 funds tracked by Wall St. Rank held Klarna Group as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.