RIA Advisory Group
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RIA Advisory Group’s Kodiak Sciences KOD Stock Holding History

RIA Advisory Group’s Portfolio KOD Stock Details KOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.99M Sell
84,334
-2,895
-3% -$119K 2.26% 8
2026
Q2 		$3.4M Buy
87,229
+2,557
+3% +$99.5K 0.74% 29
2026
Q1 		$3.23M Sell
84,672
-28,801
-25% -$744K 0.77% 26
2025
Q4 		$3.17M Sell
113,473
-52,061
-31% -$1.07M 0.76% 24
2025
Q3 		$2.71M Buy
165,534
+2,069
+1% +$17.8K 0.69% 27
2025
Q2 		$610K Buy
163,465
+62,989
+63% +$223K 0.18% 71
2025
Q1 		$282K Sell
100,476
-18,070
-15% -$98.2K 0.09% 108
2024
Q4 		$1.18M Buy
118,546
+45,289
+62% +$260K 0.4% 42
2024
Q3 		$191K Buy
+73,257
New +$195K 0.07% 124
2024
Q1 		$489K Buy
+92,931
New +$455K 0.2% 67
2023
Q4 		– Sell
-10,265
Closed -$18.5K – 152
2023
Q3 		$18.5K Sell
10,265
-110,907
-92% -$391K 0.01% 117
2023
Q2 		$836K Buy
121,172
+46,136
+61% +$282K 0.36% 43
2023
Q1 		$465K Sell
75,036
-74,540
-50% -$522K 0.21% 68
2022
Q4 		$1.07M Buy
+149,576
New +$1.07M 0.62% 20

Other funds holding KOD

Aries Wealth Management
Aries Wealth Management Portland, Maine $519M AUM 19.77% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
JGP Global Gestao de Recursos
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $49.2M AUM 27.21% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
GF Fund Management
GF Fund Management Guangzhou, China $7.72B AUM 122.96% 1-Year Est. Return

RIA Advisory Group's KOD Position: Q3 2026 in Review

RIA Advisory Group reduced its Kodiak Sciences (KOD) stake by 3.3% in Q3 2026, selling an estimated $119K and leaving 84,334 shares worth $7.99M. The position accounts for 2.26% of the portfolio, ranked #8.

RIA Advisory Group first reported a position in KOD in Q4 2022 and has held it in 14 quarters since. 25 funds tracked by Wall St. Rank hold KOD as of Q3 2026.

  • RIA Advisory Group held 84,334 shares of Kodiak Sciences worth $7.99M as of Q3 2026.
  • RIA Advisory Group sold 2,895 Kodiak Sciences shares in Q3 2026, an estimated $119K.
  • Kodiak Sciences made up 2.26% of RIA Advisory Group's portfolio in Q3 2026, its #8 holding.
  • RIA Advisory Group first reported a position in Kodiak Sciences in Q4 2022 and has held it in 14 quarters since.
  • 25 funds tracked by Wall St. Rank held Kodiak Sciences as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.