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Mark Sheptoff Financial Planning’s Kingstone Companies KINS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio KINS Stock Details KINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-300
Closed -$5K – 521
2025
Q1 		$5K Buy
+300
New +$4.79K ﹤0.01% 376

Other funds holding KINS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GCM
Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mark Sheptoff Financial Planning's KINS Position: Q2 2025 in Review

Mark Sheptoff Financial Planning sold out of Kingstone Companies (KINS) in Q2 2025, closing a stake of 300 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in KINS in Q1 2025 and held it in 1 quarter. The position peaked at $5K in Q1 2025. 95 funds tracked by Wall St. Rank hold KINS as of Q2 2025.

  • Mark Sheptoff Financial Planning reported no remaining Kingstone Companies position as of Q2 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 Kingstone Companies shares in Q2 2025, an estimated $5K.
  • Mark Sheptoff Financial Planning first reported a position in Kingstone Companies in Q1 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Kingstone Companies position peaked at $5K in Q1 2025.
  • 95 funds tracked by Wall St. Rank held Kingstone Companies as of Q2 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2025, filed 6 Aug 2025.