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New England Capital Financial Advisors’s Kohl's KSS Stock Holding History

New England Capital 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
Q1 		– Sell
-300
Closed -$4.21K – 413
2024
Q4 		$4.21K Hold
300
– – ﹤0.01% 281
2024
Q3 		$6.33K Hold
300
– – ﹤0.01% 256
2024
Q2 		$6.9K Hold
300
– – ﹤0.01% 245
2024
Q1 		$8.74K Buy
+300
New +$8.05K ﹤0.01% 235

Other funds holding KSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

New England Capital Financial Advisors's KSS Position: Q1 2025 in Review

New England Capital Financial Advisors sold out of Kohl's (KSS) in Q1 2025, closing a stake of 300 shares — an estimated $4.21K sold.

New England Capital Financial Advisors first reported a position in KSS in Q1 2024 and held it in 4 quarters. The position peaked at $8.74K in Q1 2024. 339 funds tracked by Wall St. Rank hold KSS as of Q1 2025.

  • New England Capital Financial Advisors reported no remaining Kohl's position as of Q1 2025 after selling out during the quarter.
  • New England Capital Financial Advisors sold 300 Kohl's shares in Q1 2025, an estimated $4.21K.
  • New England Capital Financial Advisors first reported a position in Kohl's in Q1 2024 and held it in 4 quarters.
  • New England Capital Financial Advisors's Kohl's position peaked at $8.74K in Q1 2024.
  • 339 funds tracked by Wall St. Rank held Kohl's as of Q1 2025.

Based on New England Capital Financial Advisors's 13F filing for Q1 2025, filed 5 May 2025.