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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
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 $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Settian Capital New York $143M AUM 13.68% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Keating Financial Advisory Services's WHG Position: Q1 2026 in Review

Keating Financial Advisory Services increased its Westwood Holdings Group (WHG) stake by 1.5% in Q1 2026, buying an estimated $34 and bringing the position to 134 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Keating Financial Advisory Services first reported a position in WHG in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.28K in Q4 2025. 69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

  • Keating Financial Advisory Services held 134 shares of Westwood Holdings Group worth $2.2K as of Q1 2026.
  • Keating Financial Advisory Services bought 2 Westwood Holdings Group shares in Q1 2026, an estimated $34.
  • Westwood Holdings Group made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #1803 holding.
  • Keating Financial Advisory Services first reported a position in Westwood Holdings Group in Q4 2025 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's Westwood Holdings Group position peaked at $2.28K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.