KFSN
KMID

Keystone Financial Services (Nebraska)’s Virtus KAR Mid-Cap ETF KMID Stock Holding History

Keystone Financial Services (Nebraska)’s Portfolio KMID Stock Details KMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.99M Buy
198,858
+7,656
+4% +$190K 3% 8
2026
Q1 		$4.56M Buy
191,202
+10,057
+6% +$252K 3.07% 10
2025
Q4 		$4.42M Buy
181,145
+4,788
+3% +$117K 3.01% 10
2025
Q3 		$4.35M Buy
176,357
+6,201
+4% +$154K 3.05% 10
2025
Q2 		$4.27M Buy
170,156
+8,990
+6% +$216K 3.24% 9
2025
Q1 		$3.82M Buy
161,166
+9,997
+7% +$244K 3.24% 11
2024
Q4 		$3.68M Buy
+151,169
New +$3.82M 3.37% 11

Other funds holding KMID

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Keystone Financial Services (Nebraska)'s KMID Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) increased its Virtus KAR Mid-Cap ETF (KMID) stake by 4% in Q2 2026, buying an estimated $190K and bringing the position to 198,858 shares worth $4.99M. The position accounts for 3% of the portfolio, ranked #8.

Keystone Financial Services (Nebraska) first reported a position in KMID in Q4 2024 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold KMID as of Q2 2026.

  • Keystone Financial Services (Nebraska) held 198,858 shares of Virtus KAR Mid-Cap ETF worth $4.99M as of Q2 2026.
  • Keystone Financial Services (Nebraska) bought 7,656 Virtus KAR Mid-Cap ETF shares in Q2 2026, an estimated $190K.
  • Virtus KAR Mid-Cap ETF made up 3% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #8 holding.
  • Keystone Financial Services (Nebraska) first reported a position in Virtus KAR Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 7 funds tracked by Wall St. Rank held Virtus KAR Mid-Cap ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.