KWM
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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
Q2 		– Sell
-8,416
Closed -$449K – 240
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

KFG Wealth Management's ROL Position: Q2 2026 in Review

KFG Wealth Management sold out of Rollins (ROL) in Q2 2026, closing a stake of 8,416 shares — an estimated $449K sold.

KFG Wealth Management first reported a position in ROL in Q2 2023 and held it in 12 quarters. The position peaked at $657K in Q2 2025. 828 funds tracked by Wall St. Rank hold ROL as of Q2 2026.

  • KFG Wealth Management reported no remaining Rollins position as of Q2 2026 after selling out during the quarter.
  • KFG Wealth Management sold 8,416 Rollins shares in Q2 2026, an estimated $449K.
  • KFG Wealth Management first reported a position in Rollins in Q2 2023 and held it in 12 quarters.
  • KFG Wealth Management's Rollins position peaked at $657K in Q2 2025.
  • 828 funds tracked by Wall St. Rank held Rollins as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.