Naviter Wealth’s Kimbell Royalty Partners KRP Stock Holding History

Naviter Wealth’s Portfolio KRP Stock Details KRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$185K	Hold	12,714	–	–	0.02%	297
2026 Q1	$184K	Hold	12,714	–	–	0.02%	266
2025 Q4	$150K	Buy	+12,714	New	+$163K	0.02%	271
2025 Q3	–	Sell	-30,000	Closed	-$419K	–	274
2025 Q2	$419K	Hold	30,000	–	–	0.05%	206
2025 Q1	$422K	Hold	30,000	–	–	0.05%	211
2024 Q4	$487K	Hold	30,000	–	–	0.06%	210
2024 Q3	$483K	Hold	30,000	–	–	0.07%	188
2024 Q2	$491K	Hold	30,000	–	–	0.07%	186
2024 Q1	$466K	Hold	30,000	–	–	0.08%	188
2023 Q4	$452K	Hold	30,000	–	–	0.09%	178
2023 Q3	$480K	Hold	30,000	–	–	0.12%	173
2023 Q2	$441K	Sell	30,000 -100	-0.3%	-$1.54K	0.11%	183
2023 Q1	$458K	Hold	30,100	–	–	0.16%	158
2022 Q4	$495K	Sell	30,100 -150	-0.5%	-$2.63K	0.14%	151
2022 Q3	$514K	Hold	30,250	–	–	0.21%	117
2022 Q2	$474K	Sell	30,250 -200	-0.7%	-$3.48K	0.19%	127
2022 Q1	$495K	Hold	30,450	–	–	0.17%	72
2021 Q4	$415K	Buy	+30,450	New	+$436K	0.12%	81

Other funds holding KRP

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

EnCap Investments Houston, Texas $322M AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Naviter Wealth's KRP Position: Q2 2026 in Review

Naviter Wealth held its Kimbell Royalty Partners (KRP) position steady in Q2 2026 at 12,714 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #297.

Naviter Wealth first reported a position in KRP in Q4 2021 and has held it in 18 quarters since. The position peaked at $514K in Q3 2022. 212 funds tracked by Wall St. Rank hold KRP as of Q2 2026.

Naviter Wealth held 12,714 shares of Kimbell Royalty Partners worth $185K as of Q2 2026.
Naviter Wealth left its Kimbell Royalty Partners share count unchanged in Q2 2026.
Kimbell Royalty Partners made up 0.02% of Naviter Wealth's portfolio in Q2 2026, its #297 holding.
Naviter Wealth first reported a position in Kimbell Royalty Partners in Q4 2021 and has held it in 18 quarters since.
Naviter Wealth's Kimbell Royalty Partners position peaked at $514K in Q3 2022.
212 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.