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Sax Wealth Advisors’s Kimball Electronics KE Stock Holding History

Sax Wealth Advisors’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$205K Buy
+7,496
New +$188K 0.01% 700
2026
Q2 		– Sell
-7,475
Closed -$208K – 552
2026
Q1 		$208K Hold
7,475
– – 0.01% 463
2025
Q4 		$208K Buy
+7,475
New +$216K 0.01% 470

Other funds holding KE

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Sax Wealth Advisors's KE Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Kimball Electronics (KE) in Q3 2026: 7,496 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #700 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in KE as recently as Q1 2026.

Sax Wealth Advisors first reported a position in KE in Q4 2025 and has held it in 3 quarters since. The position peaked at $208K in Q1 2026. 11 funds tracked by Wall St. Rank hold KE as of Q3 2026.

  • Sax Wealth Advisors held 7,496 shares of Kimball Electronics worth $205K as of Q3 2026.
  • Kimball Electronics was a new Sax Wealth Advisors position in Q3 2026.
  • Kimball Electronics made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #700 holding.
  • Sax Wealth Advisors first reported a position in Kimball Electronics in Q4 2025 and has held it in 3 quarters since.
  • Sax Wealth Advisors's Kimball Electronics position peaked at $208K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Kimball Electronics as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.