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Kapstone Financial Advisors’s Ford F Stock Holding History

Kapstone Financial Advisors’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$271K Sell
23,516
-27,050
-53% -$356K 0.13% 110
2025
Q4 		$663K Hold
50,566
– – 0.33% 51
2025
Q3 		$605K Sell
50,566
-7,188
-12% -$82.8K 0.28% 49
2025
Q2 		$627K Buy
57,754
+8,177
+16% +$83.3K 0.31% 48
2025
Q1 		$497K Buy
49,577
+25,275
+104% +$247K 0.28% 58
2024
Q4 		$248K Sell
24,302
-1,958
-7% -$20.9K 0.13% 92
2024
Q3 		$283K Sell
26,260
-735
-3% -$8.41K 0.17% 81
2024
Q2 		$339K Hold
26,995
– – 0.22% 73
2024
Q1 		$358K Sell
26,995
-5,296
-16% -$64.2K 0.24% 71
2023
Q4 		$366K Sell
32,291
-1,750
-5% -$19.5K 0.29% 68
2023
Q3 		$423K Sell
34,041
-10,675
-24% -$139K 0.38% 52
2023
Q2 		$600K Sell
44,716
-2,915
-6% -$36.9K 0.5% 42
2023
Q1 		$593K Sell
47,631
-320
-0.7% -$4.01K 0.54% 40
2022
Q4 		$687K Buy
+47,951
New +$616K 0.63% 33

Other funds holding F

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kapstone Financial Advisors's F Position: Q1 2026 in Review

Kapstone Financial Advisors reduced its Ford (F) stake by 53% in Q1 2026, selling an estimated $356K and leaving 23,516 shares worth $271K. The position accounts for 0.13% of the portfolio, ranked #110.

Kapstone Financial Advisors first reported a position in F in Q4 2022 and has held it in 14 quarters since. The position peaked at $687K in Q4 2022. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Kapstone Financial Advisors held 23,516 shares of Ford worth $271K as of Q1 2026.
  • Kapstone Financial Advisors sold 27,050 Ford shares in Q1 2026, an estimated $356K.
  • Ford made up 0.13% of Kapstone Financial Advisors's portfolio in Q1 2026, its #110 holding.
  • Kapstone Financial Advisors first reported a position in Ford in Q4 2022 and has held it in 14 quarters since.
  • Kapstone Financial Advisors's Ford position peaked at $687K in Q4 2022.
  • 1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.