Simplicity Wealth
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Simplicity Wealth’s Kodiak Sciences KOD Stock Holding History

Simplicity Wealth’s Portfolio KOD Stock Details KOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$263K Buy
+2,777
New +$115K 0.01% 922

Other funds holding KOD

RIA Advisory Group
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
Aries Wealth Management
Aries Wealth Management Portland, Maine $519M AUM 19.77% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
JGP Global Gestao de Recursos
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $49.2M AUM 27.21% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

Simplicity Wealth's KOD Position: Q3 2026 in Review

Simplicity Wealth opened a new position in Kodiak Sciences (KOD) in Q3 2026: 2,777 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #922 among its holdings.

21 funds tracked by Wall St. Rank hold KOD as of Q3 2026.

  • Simplicity Wealth held 2,777 shares of Kodiak Sciences worth $263K as of Q3 2026.
  • Kodiak Sciences was a new Simplicity Wealth position in Q3 2026.
  • Kodiak Sciences made up 0.01% of Simplicity Wealth's portfolio in Q3 2026, its #922 holding.
  • 21 funds tracked by Wall St. Rank held Kodiak Sciences as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.