GoalVest Advisory’s Kemper KMPR Stock Holding History

GoalVest Advisory’s Portfolio KMPR Stock Details KMPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.27K	Buy	+91	New	+$2.53K	﹤0.01%	641

Other funds holding KMPR

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

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

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

GoalVest Advisory's KMPR Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Kemper (KMPR) in Q3 2026: 91 shares worth $2.27K. The stake represents ﹤0.01% of the portfolio and ranks #641 among its holdings.

13 funds tracked by Wall St. Rank hold KMPR as of Q3 2026.

GoalVest Advisory held 91 shares of Kemper worth $2.27K as of Q3 2026.
Kemper was a new GoalVest Advisory position in Q3 2026.
Kemper made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #641 holding.
13 funds tracked by Wall St. Rank held Kemper as of Q3 2026.

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