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Krilogy Financial’s Booz Allen Hamilton BAH Stock Holding History

Krilogy Financial’s Portfolio BAH Stock Details BAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,612
Closed -$245K – 990
2025
Q4 		$245K Sell
2,612
-3,290
-56% -$294K 0.01% 807
2025
Q3 		$511K Buy
+5,902
New +$631K 0.02% 520

Other funds holding BAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Krilogy Financial's BAH Position: Q1 2026 in Review

Krilogy Financial sold out of Booz Allen Hamilton (BAH) in Q1 2026, closing a stake of 2,612 shares — an estimated $245K sold.

Krilogy Financial first reported a position in BAH in Q3 2025 and held it in 2 quarters. The position peaked at $511K in Q3 2025. 553 funds tracked by Wall St. Rank hold BAH as of Q1 2026.

  • Krilogy Financial reported no remaining Booz Allen Hamilton position as of Q1 2026 after selling out during the quarter.
  • Krilogy Financial sold 2,612 Booz Allen Hamilton shares in Q1 2026, an estimated $245K.
  • Krilogy Financial first reported a position in Booz Allen Hamilton in Q3 2025 and held it in 2 quarters.
  • Krilogy Financial's Booz Allen Hamilton position peaked at $511K in Q3 2025.
  • 553 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.