IWC
KG

Integrated Wealth Concepts’s Kestrel Group KG Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		$108 Buy
+12
New +$133 ﹤0.01% 5802

Other funds holding KG

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Integrated Wealth Concepts's KG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Kestrel Group (KG) in Q2 2026: 12 shares worth $108. The stake represents ﹤0.01% of the portfolio and ranks #5802 among its holdings.

39 funds tracked by Wall St. Rank hold KG as of Q2 2026.

  • Integrated Wealth Concepts held 12 shares of Kestrel Group worth $108 as of Q2 2026.
  • Kestrel Group was a new Integrated Wealth Concepts position in Q2 2026.
  • Kestrel Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5802 holding.
  • 39 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.