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 Q2	–	Sell	-1	Closed	-$11	–	2067
2026 Q1	$11	Buy	+1	New	+$11	﹤0.01%	3454

Other funds holding KG

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM

Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Root Financial Partners's KG Position: Q2 2026 in Review

Root Financial Partners sold out of Kestrel Group (KG) in Q2 2026, closing a stake of 1 share — an estimated $11 sold.

Root Financial Partners first reported a position in KG in Q1 2026 and held it in 1 quarter. The position peaked at $11 in Q1 2026. 38 funds tracked by Wall St. Rank hold KG as of Q2 2026.

Root Financial Partners reported no remaining Kestrel Group position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1 Kestrel Group share in Q2 2026, an estimated $11.
Root Financial Partners first reported a position in Kestrel Group in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Kestrel Group position peaked at $11 in Q1 2026.
38 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.