Raymond James Financial
KG

Raymond James Financial’s Kestrel Group KG Stock Holding History

Raymond James Financial’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,000
Closed -$53K – 6018
2025
Q2 		$53K Buy
2,000
+955
+91% +$22.1K ﹤0.01% 5163
2025
Q1 		$11.9K Hold
1,045
– – ﹤0.01% 4764
2024
Q4 		$35.3K Buy
+1,045
New +$33.4K ﹤0.01% 4656

Other funds holding KG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Whitefort Capital Management New York $339M AUM 52.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial's KG Position: Q3 2025 in Review

Raymond James Financial sold out of Kestrel Group (KG) in Q3 2025, closing a stake of 2,000 shares — an estimated $53K sold.

Raymond James Financial first reported a position in KG in Q4 2024 and held it in 3 quarters. The position peaked at $53K in Q2 2025. 45 funds tracked by Wall St. Rank hold KG as of Q3 2025.

  • Raymond James Financial reported no remaining Kestrel Group position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 2,000 Kestrel Group shares in Q3 2025, an estimated $53K.
  • Raymond James Financial first reported a position in Kestrel Group in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's Kestrel Group position peaked at $53K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held Kestrel Group as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.