JFGIW
KLRS

Johnson Financial Group Inc (Wisconsin)’s Kalaris Therapeutics KLRS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio KLRS Stock Details KLRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,000
Closed -$57.7K – 964
2026
Q1 		$57.7K Hold
10,000
– – ﹤0.01% 460
2025
Q4 		$84.4K Hold
10,000
– – ﹤0.01% 433
2025
Q3 		$57.8K Buy
+10,000
New +$33.1K ﹤0.01% 579

Other funds holding KLRS

WT
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BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
FCA
Fortis Capital Advisors Prairie Village, Kansas $889M AUM 36.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
WealthTrust Asset Management Destin, Florida $185M AUM 26.82% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s KLRS Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Kalaris Therapeutics (KLRS) in Q2 2026, closing a stake of 10,000 shares — an estimated $57.7K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in KLRS in Q3 2025 and held it in 3 quarters. The position peaked at $84.4K in Q4 2025. 14 funds tracked by Wall St. Rank hold KLRS as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Kalaris Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 10,000 Kalaris Therapeutics shares in Q2 2026, an estimated $57.7K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Kalaris Therapeutics in Q3 2025 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Kalaris Therapeutics position peaked at $84.4K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Kalaris Therapeutics as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.