Legacy Financial Advisors’s Kimball Electronics KE Stock Holding History

Legacy Financial Advisors’s Portfolio KE Stock Details KE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.07M	Hold	45,373	–	–	0.15%	119
2025 Q4	$1.26M	Buy	45,373 +7,322	+19%	+$211K	0.17%	104
2025 Q3	$1.14M	Hold	38,051	–	–	0.16%	105
2025 Q2	$732K	Hold	38,051	–	–	0.11%	156
2025 Q1	$626K	Hold	38,051	–	–	0.1%	165
2024 Q4	$713K	Buy	38,051 +6,548	+21%	+$123K	0.12%	145
2024 Q3	$583K	Hold	31,503	–	–	0.1%	176
2024 Q2	$692K	Hold	31,503	–	–	0.12%	136
2024 Q1	$682K	Hold	31,503	–	–	0.12%	140
2023 Q4	$849K	Buy	31,503 +8,330	+36%	+$215K	0.16%	98
2023 Q3	$634K	Hold	23,173	–	–	0.13%	106
2023 Q2	$640K	Hold	23,173	–	–	0.12%	101
2023 Q1	$558K	Hold	23,173	–	–	0.11%	112
2022 Q4	$523K	Buy	23,173 +8,477	+58%	+$182K	0.11%	111
2022 Q3	$252K	Hold	14,696	–	–	0.06%	185
2022 Q2	$295K	Hold	14,696	–	–	0.07%	153
2022 Q1	$294K	Buy	+14,696	New	+$285K	0.07%	163

Other funds holding KE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Financial Advisors's KE Position: Q1 2026 in Review

Legacy Financial Advisors held its Kimball Electronics (KE) position steady in Q1 2026 at 45,373 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #119.

Legacy Financial Advisors first reported a position in KE in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.26M in Q4 2025. 172 funds tracked by Wall St. Rank hold KE as of Q1 2026.

Legacy Financial Advisors held 45,373 shares of Kimball Electronics worth $1.07M as of Q1 2026.
Legacy Financial Advisors left its Kimball Electronics share count unchanged in Q1 2026.
Kimball Electronics made up 0.15% of Legacy Financial Advisors's portfolio in Q1 2026, its #119 holding.
Legacy Financial Advisors first reported a position in Kimball Electronics in Q1 2022 and has held it in 17 quarters since.
Legacy Financial Advisors's Kimball Electronics position peaked at $1.26M in Q4 2025.
172 funds tracked by Wall St. Rank held Kimball Electronics as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.