IFG
K

Independent Financial Group’s Kellanova K Stock Holding History

Independent Financial Group’s Portfolio K Stock Details K Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,672
Closed -$711K – 1447
2025
Q3 		$711K Buy
+8,672
New +$690K 0.02% 718
2025
Q2 		– Sell
-4,040
Closed -$333K – 1330
2025
Q1 		$333K Sell
4,040
-2,069
-34% -$170K 0.01% 882
2024
Q4 		$495K Sell
6,109
-4,508
-42% -$364K 0.02% 691
2024
Q3 		$857K Buy
10,617
+5,581
+111% +$397K 0.03% 487
2024
Q2 		$291K Sell
5,036
-1,117
-18% -$65.9K 0.01% 852
2024
Q1 		$353K Buy
6,153
+4
+0.1% +$220 0.02% 718
2023
Q4 		$344K Sell
6,149
-1,215
-16% -$63.5K 0.02% 670
2023
Q3 		$412K Buy
7,364
+1,018
+16% +$60.6K 0.03% 557
2023
Q2 		$402K Sell
6,346
-147
-2% -$9.37K 0.03% 539
2023
Q1 		$408K Sell
6,493
-210
-3% -$13.3K 0.03% 507
2022
Q4 		$448K Sell
6,703
-2,180
-25% -$148K 0.04% 444
2022
Q3 		$581K Sell
8,883
-744
-8% -$51.1K 0.05% 355
2022
Q2 		$645K Buy
9,627
+535
+6% +$34.8K 0.07% 314
2022
Q1 		$551K Sell
9,092
-779
-8% -$46.8K 0.04% 403
2021
Q4 		$597K Buy
9,871
+1,531
+18% +$90.4K 0.05% 379
2021
Q3 		$501K Buy
8,340
+415
+5% +$24.9K 0.05% 366
2021
Q2 		$479K Buy
7,925
+853
+12% +$51.8K 0.05% 379
2021
Q1 		$420K Buy
+7,072
New +$396K 0.05% 373

Other funds holding K

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BPMC
Buckland Partners Management Co Harrison, New York $204M AUM
TIM
Tevis Investment Management Plano, Texas $183M AUM 20.16% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Independent Financial Group's K Position: Q4 2025 in Review

Independent Financial Group sold out of Kellanova (K) in Q4 2025, closing a stake of 8,672 shares — an estimated $711K sold.

Independent Financial Group first reported a position in K in Q1 2021 and held it in 18 quarters. The position peaked at $857K in Q3 2024. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Independent Financial Group reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 8,672 Kellanova shares in Q4 2025, an estimated $711K.
  • Independent Financial Group first reported a position in Kellanova in Q1 2021 and held it in 18 quarters.
  • Independent Financial Group's Kellanova position peaked at $857K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.