Portside Wealth Group
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Portside Wealth Group’s Karman Holdings KRMN Stock Holding History

Portside Wealth Group’s Portfolio KRMN Stock Details KRMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$367K Buy
11,313
+1,011
+10% +$47.2K 0.04% 363
2026
Q2 		$514K Buy
10,302
+3,346
+48% +$216K 0.06% 296
2026
Q1 		$557K Buy
6,956
+2,011
+41% +$194K 0.08% 236
2025
Q4 		$362K Buy
+4,945
New +$358K 0.05% 323

Other funds holding KRMN

Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Lexington Partners
Lexington Partners New York $58.9M AUM 49.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Portside Wealth Group's KRMN Position: Q3 2026 in Review

Portside Wealth Group increased its Karman Holdings (KRMN) stake by 9.8% in Q3 2026, buying an estimated $47.2K and bringing the position to 11,313 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #363.

Portside Wealth Group first reported a position in KRMN in Q4 2025 and has held it in 4 quarters since. The position peaked at $557K in Q1 2026. 151 funds tracked by Wall St. Rank hold KRMN as of Q3 2026.

  • Portside Wealth Group held 11,313 shares of Karman Holdings worth $367K as of Q3 2026.
  • Portside Wealth Group bought 1,011 Karman Holdings shares in Q3 2026, an estimated $47.2K.
  • Karman Holdings made up 0.04% of Portside Wealth Group's portfolio in Q3 2026, its #363 holding.
  • Portside Wealth Group first reported a position in Karman Holdings in Q4 2025 and has held it in 4 quarters since.
  • Portside Wealth Group's Karman Holdings position peaked at $557K in Q1 2026.
  • 151 funds tracked by Wall St. Rank held Karman Holdings as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.