KFG
HQY icon

Kingdom Financial Group’s HealthEquity HQY Stock Holding History

Kingdom Financial Group’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.63K Hold
18
– – ﹤0.01% 659
2026
Q1 		$1.5K Hold
18
– – ﹤0.01% 707
2025
Q4 		$1.65K Buy
+18
New +$1.72K ﹤0.01% 601

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Kingdom Financial Group's HQY Position: Q2 2026 in Review

Kingdom Financial Group held its HealthEquity (HQY) position steady in Q2 2026 at 18 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Kingdom Financial Group first reported a position in HQY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.65K in Q4 2025. 500 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Kingdom Financial Group held 18 shares of HealthEquity worth $1.63K as of Q2 2026.
  • Kingdom Financial Group left its HealthEquity share count unchanged in Q2 2026.
  • HealthEquity made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #659 holding.
  • Kingdom Financial Group first reported a position in HealthEquity in Q4 2025 and has held it in 3 quarters since.
  • Kingdom Financial Group's HealthEquity position peaked at $1.65K in Q4 2025.
  • 500 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.