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Kingswood Wealth Advisors’s Diamondback Energy FANG Stock Holding History

Kingswood Wealth Advisors’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Sell
1,318
-28
-2% -$5.43K 0.01% 899
2026
Q1 		$266K Buy
+1,346
New +$229K 0.01% 763
2025
Q1 		– Sell
-1,357
Closed -$222K – 758
2024
Q4 		$222K Sell
1,357
-314
-19% -$55.3K 0.02% 707
2024
Q3 		$288K Buy
1,671
+608
+57% +$117K 0.02% 578
2024
Q2 		$213K Buy
+1,063
New +$211K 0.02% 618
2024
Q1 		– Sell
-1,480
Closed -$229K – 643
2023
Q4 		$229K Buy
+1,480
New +$232K 0.03% 545

Other funds holding FANG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kingswood Wealth Advisors's FANG Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Diamondback Energy (FANG) stake by 2.1% in Q2 2026, selling an estimated $5.43K and leaving 1,318 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #899.

Kingswood Wealth Advisors first reported a position in FANG in Q4 2023 and has held it in 6 quarters since. The position peaked at $288K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold FANG as of Q2 2026.

  • Kingswood Wealth Advisors held 1,318 shares of Diamondback Energy worth $232K as of Q2 2026.
  • Kingswood Wealth Advisors sold 28 Diamondback Energy shares in Q2 2026, an estimated $5.43K.
  • Diamondback Energy made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #899 holding.
  • Kingswood Wealth Advisors first reported a position in Diamondback Energy in Q4 2023 and has held it in 6 quarters since.
  • Kingswood Wealth Advisors's Diamondback Energy position peaked at $288K in Q3 2024.
  • 1,190 funds tracked by Wall St. Rank held Diamondback Energy as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.