KFGG
IOT icon

Keystone Financial Group (Georgia)’s Samsara IOT Stock Holding History

Keystone Financial Group (Georgia)’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.5K Hold
600
– – 0.01% 101
2026
Q1 		$19K Hold
600
– – 0.01% 106
2025
Q4 		$21.3K Hold
600
– – 0.01% 106
2025
Q3 		$22.4K Hold
600
– – 0.01% 104
2025
Q2 		$23.5K Hold
600
– – 0.02% 110
2025
Q1 		$24.8K Buy
600
+450
+300% +$21K 0.02% 108
2024
Q4 		$6.55K Buy
+150
New +$7.38K 0.01% 131

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Keystone Financial Group (Georgia)'s IOT Position: Q2 2026 in Review

Keystone Financial Group (Georgia) held its Samsara (IOT) position steady in Q2 2026 at 600 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #101.

Keystone Financial Group (Georgia) first reported a position in IOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.8K in Q1 2025. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Keystone Financial Group (Georgia) held 600 shares of Samsara worth $19.5K as of Q2 2026.
  • Keystone Financial Group (Georgia) left its Samsara share count unchanged in Q2 2026.
  • Samsara made up 0.01% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #101 holding.
  • Keystone Financial Group (Georgia) first reported a position in Samsara in Q4 2024 and has held it in 7 quarters since.
  • Keystone Financial Group (Georgia)'s Samsara position peaked at $24.8K in Q1 2025.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.