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Ritter Daniher Financial Advisory’s KLX Energy Services KLXE Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio KLXE Stock Details KLXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11 Hold
4
– – ﹤0.01% 601
2026
Q1 		$11 Hold
4
– – ﹤0.01% 589
2025
Q4 		$8 Buy
+4
New +$7 ﹤0.01% 595

Other funds holding KLXE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

Ritter Daniher Financial Advisory's KLXE Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its KLX Energy Services (KLXE) position steady in Q2 2026 at 4 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Ritter Daniher Financial Advisory first reported a position in KLXE in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold KLXE as of Q2 2026.

  • Ritter Daniher Financial Advisory held 4 shares of KLX Energy Services worth $11 as of Q2 2026.
  • Ritter Daniher Financial Advisory left its KLX Energy Services share count unchanged in Q2 2026.
  • KLX Energy Services made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #601 holding.
  • Ritter Daniher Financial Advisory first reported a position in KLX Energy Services in Q4 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held KLX Energy Services as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.