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LRI Investments’s Kemper KMPR Stock Holding History

LRI Investments’s Portfolio KMPR Stock Details KMPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14K Buy
520
+2
+0.4% +$58 ﹤0.01% 867
2026
Q1 		$15.8K Buy
518
+49
+10% +$1.68K ﹤0.01% 757
2025
Q4 		$19K Buy
469
+15
+3% +$642 ﹤0.01% 713
2025
Q3 		$23.4K Hold
454
– – ﹤0.01% 689
2025
Q2 		$29.3K Hold
454
– – ﹤0.01% 637
2025
Q1 		$30.4K Hold
454
– – ﹤0.01% 608
2024
Q4 		$30.2K Sell
454
-6
-1% -$396 ﹤0.01% 603
2024
Q3 		$32.5K Sell
460
-118
-20% -$7.25K ﹤0.01% 577
2024
Q2 		$34.3K Buy
+578
New +$33.9K ﹤0.01% 526

Other funds holding KMPR

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return