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JFS Wealth Advisors’s Kodiak Gas Services KGS Stock Holding History

JFS Wealth Advisors’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.43K Buy
59
+17
+40% +$1.16K ﹤0.01% 1324
2026
Q1 		$2.45K Sell
42
-13
-24% -$631 ﹤0.01% 1444
2025
Q4 		$2.06K Buy
55
+39
+244% +$1.38K ﹤0.01% 1539
2025
Q3 		$592 Sell
16
-9
-36% -$304 ﹤0.01% 1733
2025
Q2 		$857 Buy
25
+23
+1,150% +$796 ﹤0.01% 1605
2025
Q1 		$75 Buy
+2
New +$85 ﹤0.01% 1884

Other funds holding KGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JFS Wealth Advisors's KGS Position: Q2 2026 in Review

JFS Wealth Advisors increased its Kodiak Gas Services (KGS) stake by 40% in Q2 2026, buying an estimated $1.16K and bringing the position to 59 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

JFS Wealth Advisors first reported a position in KGS in Q1 2025 and has held it in 6 quarters since. 409 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • JFS Wealth Advisors held 59 shares of Kodiak Gas Services worth $4.43K as of Q2 2026.
  • JFS Wealth Advisors bought 17 Kodiak Gas Services shares in Q2 2026, an estimated $1.16K.
  • Kodiak Gas Services made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1324 holding.
  • JFS Wealth Advisors first reported a position in Kodiak Gas Services in Q1 2025 and has held it in 6 quarters since.
  • 409 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.