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Kerr Financial Planning’s Scully Royalty SRL Stock Holding History

Kerr Financial Planning’s Portfolio SRL Stock Details SRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$0 Hold
14,964
– – ﹤0.01% 549
2026
Q1 		$96.3K Hold
14,964
– – 0.07% 136
2025
Q4 		$134K Hold
14,964
– – 0.18% 101
2025
Q3 		$86K Buy
+14,964
New +$85.3K 0.12% 129

Other funds holding SRL

ML
MILFAM LLC Stuart, Florida $128M AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
IR
IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kerr Financial Planning's SRL Position: Q2 2026 in Review

Kerr Financial Planning held its Scully Royalty (SRL) position steady in Q2 2026 at 14,964 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Kerr Financial Planning first reported a position in SRL in Q3 2025 and has held it in 4 quarters since. The position peaked at $134K in Q4 2025. 15 funds tracked by Wall St. Rank hold SRL as of Q2 2026.

  • Kerr Financial Planning held 14,964 shares of Scully Royalty worth $0 as of Q2 2026.
  • Kerr Financial Planning left its Scully Royalty share count unchanged in Q2 2026.
  • Scully Royalty made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #549 holding.
  • Kerr Financial Planning first reported a position in Scully Royalty in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Scully Royalty position peaked at $134K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Scully Royalty as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.