RFP
KG

Root Financial Partners’s Kestrel Group KG Stock Holding History

Root Financial Partners’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
2026
Q1 		$11 Buy
+1
New +$11 ﹤0.01% 3454

Other funds holding KG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
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

Root Financial Partners's KG Position: Q1 2026 in Review

Root Financial Partners opened a new position in Kestrel Group (KG) in Q1 2026: 1 share worth $11. The stake represents ﹤0.01% of the portfolio and ranks #3454 among its holdings.

45 funds tracked by Wall St. Rank hold KG as of Q1 2026.

  • Root Financial Partners held 1 share of Kestrel Group worth $11 as of Q1 2026.
  • Kestrel Group was a new Root Financial Partners position in Q1 2026.
  • Kestrel Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3454 holding.
  • 45 funds tracked by Wall St. Rank held Kestrel Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.