KFP
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KMG Fiduciary Partners’s Allstate ALL Stock Holding History

KMG Fiduciary Partners’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$598K Sell
2,514
-16,516
-87% -$3.59M 0.06% 144
2026
Q1 		$3.95M Buy
19,030
+194
+1% +$39.8K 0.29% 91
2025
Q4 		$3.92M Buy
18,836
+369
+2% +$75.5K 0.28% 85
2025
Q3 		$3.96M Buy
18,467
+129
+0.7% +$26K 0.27% 89
2025
Q2 		$3.69M Buy
18,338
+364
+2% +$72.6K 0.27% 87
2025
Q1 		$3.72M Buy
17,974
+540
+3% +$105K 0.31% 82
2024
Q4 		$3.36M Buy
17,434
+918
+6% +$178K 0.28% 88
2024
Q3 		$3.13M Sell
16,516
-62
-0.4% -$11K 0.27% 87
2024
Q2 		$2.65M Buy
16,578
+196
+1% +$32.7K 0.26% 85
2024
Q1 		$2.83M Sell
16,382
-99
-0.6% -$15.6K 0.29% 79
2023
Q4 		$2.31M Sell
16,481
-63
-0.4% -$8.21K 0.27% 94
2023
Q3 		$1.84M Sell
16,544
-695
-4% -$75.8K 0.24% 97
2023
Q2 		$1.88M Buy
17,239
+188
+1% +$21.3K 0.24% 99
2023
Q1 		$1.89M Buy
17,051
+1,930
+13% +$244K 0.27% 96
2022
Q4 		$2.05M Buy
15,121
+2,340
+18% +$306K 0.34% 83
2022
Q3 		$1.59M Buy
12,781
+1,088
+9% +$135K 0.31% 86
2022
Q2 		$1.48M Buy
11,693
+973
+9% +$127K 0.28% 86
2022
Q1 		$1.49M Buy
10,720
+1,131
+12% +$142K 0.24% 92
2021
Q4 		$1.13M Buy
9,589
+4,388
+84% +$519K 0.17% 100
2021
Q3 		$662K Buy
5,201
+772
+17% +$102K 0.11% 121
2021
Q2 		$578K Buy
4,429
+513
+13% +$66.3K 0.1% 126
2021
Q1 		$450K Buy
3,916
+1,030
+36% +$113K 0.09% 131
2020
Q4 		$309K Buy
2,886
+495
+21% +$48.7K 0.07% 140
2020
Q3 		$225K Buy
+2,391
New +$223K 0.06% 136
2020
Q1 		– Sell
-1,950
Closed -$219K – 130
2019
Q4 		$219K Hold
1,950
– – 0.07% 120
2019
Q3 		$212K Buy
+1,950
New +$203K 0.07% 108

Other funds holding ALL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM