Phocas Financial Corp’s Kemper KMPR Stock Holding History

Phocas Financial Corp’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
2025 Q4	–	Sell	-161,320	Closed	-$8.32M	–	159
2025 Q3	$8.32M	Buy	161,320 +3,298	+2%	+$185K	1.08%	27
2025 Q2	$10.2M	Buy	158,022 +23	+0%	+$1.42K	1.47%	14
2025 Q1	$10.6M	Sell	157,999 -8,926	-5%	-$592K	1.62%	8
2024 Q4	$11.1M	Sell	166,925 -1,358	-0.8%	-$89.6K	1.48%	13
2024 Q3	$10.3K	Buy	168,283 +45,796	+37%	+$2.82M	0.04%	36
2024 Q2	$7.27K	Buy	122,487 +67,770	+124%	+$3.98M	0.03%	60
2024 Q1	$3.39K	Sell	54,717 -1,513	-3%	-$86.8K	0.01%	122
2023 Q4	$2.74M	Buy	56,230 +976	+2%	+$42.7K	0.36%	110
2023 Q3	$2.32M	Sell	55,254 -46	-0.1%	-$2.18K	0.34%	107
2023 Q2	$2.67M	Sell	55,300 -195	-0.4%	-$9.44K	0.37%	105
2023 Q1	$3.03M	Buy	+55,495	New	+$3.22M	0.43%	96
2020 Q3	–	Sell	-70,333	Closed	-$5.1M	–	199
2020 Q2	$5.1M	Sell	70,333 -16,296	-19%	-$1.09M	0.91%	42
2020 Q1	$6.44M	Sell	86,629 -7,646	-8%	-$573K	1.3%	10
2019 Q4	$7.31M	Sell	94,275 -23,836	-20%	-$1.78M	0.88%	41
2019 Q3	$9.21M	Buy	+118,111	New	+$9.43M	0.98%	31

Other funds holding KMPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return