KWA
KGS icon

Kingswood Wealth Advisors’s Kodiak Gas Services KGS Stock Holding History

Kingswood Wealth Advisors’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238K Buy
+3,173
New +$216K 0.01% 883

Other funds holding KGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Kingswood Wealth Advisors opened a new position in Kodiak Gas Services (KGS) in Q2 2026: 3,173 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #883 among its holdings.

408 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • Kingswood Wealth Advisors held 3,173 shares of Kodiak Gas Services worth $238K as of Q2 2026.
  • Kodiak Gas Services was a new Kingswood Wealth Advisors position in Q2 2026.
  • Kodiak Gas Services made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #883 holding.
  • 408 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

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