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Legacy Financial Advisors’s Kohl's KSS Stock Holding History

Legacy Financial Advisors’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25,021
Closed -$205K – 380
2025
Q1 		$205K Buy
+25,021
New +$290K 0.03% 348
2024
Q4 		– Sell
-20,264
Closed -$428K – 360
2024
Q3 		$428K Sell
20,264
-480
-2% -$9.78K 0.07% 218
2024
Q2 		$477K Sell
20,744
-113
-0.5% -$2.73K 0.08% 181
2024
Q1 		$608K Buy
20,857
+73
+0.4% +$1.96K 0.11% 158
2023
Q4 		$596K Buy
+20,784
New +$487K 0.11% 142
2019
Q2 		– Sell
-267
Closed -$18K – 545
2019
Q1 		$18K Buy
267
+76
+40% +$5.16K 0.01% 475
2018
Q4 		$13K Buy
191
+169
+768% +$11.9K 0.01% 502
2018
Q3 		$1K Hold
22
– – ﹤0.01% 848
2018
Q2 		$2K Buy
+22
New +$1.47K ﹤0.01% 822

Other funds holding KSS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return