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Physician Wealth Advisors’s Kingstone Companies KINS Stock Holding History

Physician Wealth Advisors’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
Q4 		– Sell
-61
Closed -$897 – 2098
2025
Q3 		$897 Hold
61
– – ﹤0.01% 1641
2025
Q2 		$941 Buy
+61
New +$1.01K ﹤0.01% 1473

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Physician Wealth Advisors's KINS Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Kingstone Companies (KINS) in Q4 2025, closing a stake of 61 shares — an estimated $897 sold.

Physician Wealth Advisors first reported a position in KINS in Q2 2025 and held it in 2 quarters. The position peaked at $941 in Q2 2025. 99 funds tracked by Wall St. Rank hold KINS as of Q4 2025.

  • Physician Wealth Advisors reported no remaining Kingstone Companies position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 61 Kingstone Companies shares in Q4 2025, an estimated $897.
  • Physician Wealth Advisors first reported a position in Kingstone Companies in Q2 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Kingstone Companies position peaked at $941 in Q2 2025.
  • 99 funds tracked by Wall St. Rank held Kingstone Companies as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.