SageView Advisory Group’s Kodiak Gas Services KGS Stock Holding History

SageView Advisory Group’s Portfolio KGS Stock Details KGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2	Closed	-$75	–	1570
2025 Q4	$75	Buy	+2	New	+$71	﹤0.01%	2555

Other funds holding KGS

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SageView Advisory Group's KGS Position: Q1 2026 in Review

SageView Advisory Group sold out of Kodiak Gas Services (KGS) in Q1 2026, closing a stake of 2 shares — an estimated $75 sold.

SageView Advisory Group first reported a position in KGS in Q4 2025 and held it in 1 quarter. The position peaked at $75 in Q4 2025. 329 funds tracked by Wall St. Rank hold KGS as of Q1 2026.

SageView Advisory Group reported no remaining Kodiak Gas Services position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 2 Kodiak Gas Services shares in Q1 2026, an estimated $75.
SageView Advisory Group first reported a position in Kodiak Gas Services in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Kodiak Gas Services position peaked at $75 in Q4 2025.
329 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.