IFP Advisors’s Kodiak AI KDK Stock Holding History

IFP Advisors’s Portfolio KDK Stock Details KDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$269	Buy	+140	New	+$561	﹤0.01%	4821

Other funds holding KDK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Dutch Asset Corp Selkirk, New York $215M AUM 46.81% 1-Year Est. Return

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

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

IFP Advisors's KDK Position: Q3 2026 in Review

IFP Advisors opened a new position in Kodiak AI (KDK) in Q3 2026: 140 shares worth $269. The stake represents ﹤0.01% of the portfolio and ranks #4821 among its holdings.

14 funds tracked by Wall St. Rank hold KDK as of Q3 2026.

IFP Advisors held 140 shares of Kodiak AI worth $269 as of Q3 2026.
Kodiak AI was a new IFP Advisors position in Q3 2026.
Kodiak AI made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4821 holding.
14 funds tracked by Wall St. Rank held Kodiak AI as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.