Institute for Wealth Management’s Kimball Electronics KE Stock Holding History

Institute for Wealth Management’s Portfolio KE Stock Details KE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.07K	Buy	+159	New	+$4.08K	﹤0.01%	1484

Other funds holding KE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Institute for Wealth Management's KE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Kimball Electronics (KE) in Q2 2026: 159 shares worth $4.07K. The stake represents ﹤0.01% of the portfolio and ranks #1484 among its holdings.

67 funds tracked by Wall St. Rank hold KE as of Q2 2026.

Institute for Wealth Management held 159 shares of Kimball Electronics worth $4.07K as of Q2 2026.
Kimball Electronics was a new Institute for Wealth Management position in Q2 2026.
Kimball Electronics made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1484 holding.
67 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.