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Keating Financial Advisory Services’s Westwood Holdings Group WHG Stock Holding History

Keating Financial Advisory Services’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.58K Buy
135
+1
+0.7% +$17 ﹤0.01% 1848
2026
Q1 		$2.2K Buy
134
+2
+2% +$34 ﹤0.01% 1803
2025
Q4 		$2.28K Buy
+132
New +$2.22K ﹤0.01% 1538

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
SC
Settian Capital New York $156M AUM 14.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Keating Financial Advisory Services's WHG Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Westwood Holdings Group (WHG) stake by 0.75% in Q2 2026, buying an estimated $17 and bringing the position to 135 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Keating Financial Advisory Services first reported a position in WHG in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • Keating Financial Advisory Services held 135 shares of Westwood Holdings Group worth $2.58K as of Q2 2026.
  • Keating Financial Advisory Services bought 1 Westwood Holdings Group share in Q2 2026, an estimated $17.
  • Westwood Holdings Group made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1848 holding.
  • Keating Financial Advisory Services first reported a position in Westwood Holdings Group in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.