KWM
ROL icon

KFG Wealth Management’s Rollins ROL Stock Holding History

KFG Wealth Management’s Portfolio ROL Stock Details ROL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$449K Sell
8,416
-86
-1% -$5.12K 0.06% 145
2025
Q4 		$510K Sell
8,502
-974
-10% -$57.2K 0.07% 133
2025
Q3 		$557K Sell
9,476
-2,169
-19% -$123K 0.08% 117
2025
Q2 		$657K Buy
11,645
+340
+3% +$19.1K 0.11% 108
2025
Q1 		$611K Buy
11,305
+211
+2% +$10.6K 0.11% 105
2024
Q4 		$514K Buy
11,094
+370
+3% +$18.1K 0.1% 111
2024
Q3 		$542K Buy
10,724
+300
+3% +$14.8K 0.12% 104
2024
Q2 		$509K Buy
10,424
+377
+4% +$17.4K 0.2% 89
2024
Q1 		$465K Buy
10,047
+163
+2% +$7.19K 0.19% 99
2023
Q4 		$432K Sell
9,884
-154
-2% -$5.99K 0.2% 86
2023
Q3 		$375K Buy
10,038
+1,321
+15% +$53.4K 0.2% 89
2023
Q2 		$373K Buy
+8,717
New +$354K 0.22% 72

Other funds holding ROL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KFG Wealth Management's ROL Position: Q1 2026 in Review

KFG Wealth Management reduced its Rollins (ROL) stake by 1% in Q1 2026, selling an estimated $5.12K and leaving 8,416 shares worth $449K. The position accounts for 0.06% of the portfolio, ranked #145.

KFG Wealth Management first reported a position in ROL in Q2 2023 and has held it in 12 quarters since. The position peaked at $657K in Q2 2025. 837 funds tracked by Wall St. Rank hold ROL as of Q1 2026.

  • KFG Wealth Management held 8,416 shares of Rollins worth $449K as of Q1 2026.
  • KFG Wealth Management sold 86 Rollins shares in Q1 2026, an estimated $5.12K.
  • Rollins made up 0.06% of KFG Wealth Management's portfolio in Q1 2026, its #145 holding.
  • KFG Wealth Management first reported a position in Rollins in Q2 2023 and has held it in 12 quarters since.
  • KFG Wealth Management's Rollins position peaked at $657K in Q2 2025.
  • 837 funds tracked by Wall St. Rank held Rollins as of Q1 2026.

Based on KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.