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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

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APM
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ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WDG
Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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. 107 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.
  • 107 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.