PWMG
KE

Private Wealth Management Group’s Kimball Electronics KE Stock Holding History

Private Wealth Management Group’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-264
Closed -$4.34K – 1550
2025
Q1 		$4.34K Buy
+264
New +$4.67K ﹤0.01% 783

Other funds holding KE

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Private Wealth Management Group's KE Position: Q2 2025 in Review

Private Wealth Management Group sold out of Kimball Electronics (KE) in Q2 2025, closing a stake of 264 shares — an estimated $4.34K sold.

Private Wealth Management Group first reported a position in KE in Q1 2025 and held it in 1 quarter. The position peaked at $4.34K in Q1 2025. 158 funds tracked by Wall St. Rank hold KE as of Q2 2025.

  • Private Wealth Management Group reported no remaining Kimball Electronics position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 264 Kimball Electronics shares in Q2 2025, an estimated $4.34K.
  • Private Wealth Management Group first reported a position in Kimball Electronics in Q1 2025 and held it in 1 quarter.
  • Private Wealth Management Group's Kimball Electronics position peaked at $4.34K in Q1 2025.
  • 158 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.