KFGK
CALF icon

Keystone Financial Group (Kentucky)’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio CALF Stock Details CALF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$221K Sell
4,929
-214
-4% -$9.74K 0.02% 467
2025
Q4 		$228K Buy
5,143
+72
+1% +$3.16K 0.02% 407
2025
Q3 		$222K Buy
+5,071
New +$214K 0.02% 385

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s CALF Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 4.2% in Q1 2026, selling an estimated $9.74K and leaving 4,929 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #467.

Keystone Financial Group (Kentucky) first reported a position in CALF in Q3 2025 and has held it in 3 quarters since. The position peaked at $228K in Q4 2025. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 4,929 shares of Pacer US Small Cap Cash Cows 100 ETF worth $221K as of Q1 2026.
  • Keystone Financial Group (Kentucky) sold 214 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $9.74K.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #467 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2025 and has held it in 3 quarters since.
  • Keystone Financial Group (Kentucky)'s Pacer US Small Cap Cash Cows 100 ETF position peaked at $228K in Q4 2025.
  • 389 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.