Krilogy Financial
BAH icon

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
Q3 		$315K Buy
4,284
+42
+1% +$3.02K 0.01% 835
2026
Q2 		$257K Buy
+4,242
New +$324K 0.01% 878
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

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Westbourne Investment Advisors
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Krilogy Financial's BAH Position: Q3 2026 in Review

Krilogy Financial increased its Booz Allen Hamilton (BAH) stake by 0.99% in Q3 2026, buying an estimated $3.02K and bringing the position to 4,284 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #835.

Krilogy Financial first reported a position in BAH in Q3 2025 and has held it in 4 quarters since. The position peaked at $511K in Q3 2025. 131 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

  • Krilogy Financial held 4,284 shares of Booz Allen Hamilton worth $315K as of Q3 2026.
  • Krilogy Financial bought 42 Booz Allen Hamilton shares in Q3 2026, an estimated $3.02K.
  • Booz Allen Hamilton made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #835 holding.
  • Krilogy Financial first reported a position in Booz Allen Hamilton in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's Booz Allen Hamilton position peaked at $511K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.