IA
KG

IFP Advisors’s Kestrel Group KG Stock Holding History

IFP Advisors’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
Q2 		– Hold
0
– – – 4697
2019
Q1 		$0 Buy
+9
New +$208 ﹤0.01% 2992
2017
Q4 		– Sell
-10
Closed -$2K – 3982
2017
Q3 		$2K Hold
10
– – ﹤0.01% 3757
2017
Q2 		$2K Hold
10
– – ﹤0.01% 3738
2017
Q1 		$3K Buy
10
+3
+43% +$988 ﹤0.01% 3539
2016
Q4 		$2K Hold
7
– – ﹤0.01% 3649
2016
Q3 		$2K Hold
7
– – ﹤0.01% 3587
2016
Q2 		$2K Sell
7
-2
-22% -$507 ﹤0.01% 3478
2016
Q1 		$0 Sell
9
-4
-31% -$1.04K ﹤0.01% 2985
2015
Q4 		$4K Buy
+13
New +$3.93K ﹤0.01% 3082

Other funds holding KG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFP Advisors's KG Position: Q2 2025 in Review

IFP Advisors held its Kestrel Group (KG) position steady in Q2 2025 at 0 shares worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #4697.

IFP Advisors first reported a position in KG in Q4 2015 and has held it in 9 quarters since. The position peaked at $4K in Q4 2015. 43 funds tracked by Wall St. Rank hold KG as of Q2 2025.

  • IFP Advisors held 0 shares of Kestrel Group worth $133 as of Q2 2025.
  • IFP Advisors left its Kestrel Group share count unchanged in Q2 2025.
  • Kestrel Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2025, its #4697 holding.
  • IFP Advisors first reported a position in Kestrel Group in Q4 2015 and has held it in 9 quarters since.
  • IFP Advisors's Kestrel Group position peaked at $4K in Q4 2015.
  • 43 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.