KFG
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Kingdom Financial Group’s Smith Douglas Homes SDHC Stock Holding History

Kingdom Financial Group’s Portfolio SDHC Stock Details SDHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11 Hold
1
– – ﹤0.01% 829
2026
Q1 		$9 Hold
1
– – ﹤0.01% 843
2025
Q4 		$12 Buy
+1
New +$18 ﹤0.01% 727

Other funds holding SDHC

CM
Conifer Management New York $607M AUM 29.07% 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
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

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

Kingdom Financial Group held its Smith Douglas Homes (SDHC) position steady in Q2 2026 at 1 share worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Kingdom Financial Group first reported a position in SDHC in Q4 2025 and has held it in 3 quarters since. The position peaked at $12 in Q4 2025. 62 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

  • Kingdom Financial Group held 1 share of Smith Douglas Homes worth $11 as of Q2 2026.
  • Kingdom Financial Group left its Smith Douglas Homes share count unchanged in Q2 2026.
  • Smith Douglas Homes made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #829 holding.
  • Kingdom Financial Group first reported a position in Smith Douglas Homes in Q4 2025 and has held it in 3 quarters since.
  • Kingdom Financial Group's Smith Douglas Homes position peaked at $12 in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

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