Plan Group Financial’s Kimbell Royalty Partners KRP Stock Holding History

Plan Group Financial’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
2025 Q4	–	Sell	-18,500	Closed	-$250K	–	209
2025 Q3	$250K	Buy	18,500 +8,500	+85%	+$119K	0.07%	157
2025 Q2	$140K	Sell	10,000 -24,500	-71%	-$321K	0.05%	155
2025 Q1	$483K	Buy	+34,500	New	+$521K	0.17%	101

Other funds holding KRP

EECFV

EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

POIA

Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return

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

Plan Group Financial's KRP Position: Q4 2025 in Review

Plan Group Financial sold out of Kimbell Royalty Partners (KRP) in Q4 2025, closing a stake of 18,500 shares — an estimated $250K sold.

Plan Group Financial first reported a position in KRP in Q1 2025 and held it in 3 quarters. The position peaked at $483K in Q1 2025. 182 funds tracked by Wall St. Rank hold KRP as of Q4 2025.

Plan Group Financial reported no remaining Kimbell Royalty Partners position as of Q4 2025 after selling out during the quarter.
Plan Group Financial sold 18,500 Kimbell Royalty Partners shares in Q4 2025, an estimated $250K.
Plan Group Financial first reported a position in Kimbell Royalty Partners in Q1 2025 and held it in 3 quarters.
Plan Group Financial's Kimbell Royalty Partners position peaked at $483K in Q1 2025.
182 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q4 2025.

Based on Plan Group Financial's 13F filing for Q4 2025, filed 3 Feb 2026.