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

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CPM

Connective Portfolio Management New York $60.1M AUM 88.93% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 27 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.
27 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.