SFG
K

Sovereign Financial Group’s Kellanova K Stock Holding History

Sovereign Financial Group’s Portfolio K Stock Details K Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,828
Closed -$642K – 355
2025
Q3 		$642K Sell
7,828
-148
-2% -$11.8K 0.12% 154
2025
Q2 		$634K Sell
7,976
-10
-0.1% -$817 0.13% 142
2025
Q1 		$659K Sell
7,986
-673
-8% -$55.3K 0.15% 125
2024
Q4 		$701K Sell
8,659
-103
-1% -$8.32K 0.16% 119
2024
Q3 		$707K Buy
8,762
+1
+0% +$71 0.17% 118
2024
Q2 		$505K Sell
8,761
-86
-1% -$5.07K 0.13% 149
2024
Q1 		$507K Sell
8,847
-13
-0.1% -$716 0.13% 152
2023
Q4 		$495K Sell
8,860
-869
-9% -$45.4K 0.15% 136
2023
Q3 		$544K Sell
9,729
-7
-0.1% -$416 0.19% 112
2023
Q2 		$616K Sell
9,736
-943
-9% -$60.1K 0.2% 119
2023
Q1 		$671K Buy
10,679
+17
+0.2% +$1.07K 0.25% 99
2022
Q4 		$713K Buy
10,662
+123
+1% +$8.35K 0.28% 91
2022
Q3 		$689K Hold
10,539
– – 0.28% 85
2022
Q2 		$706K Buy
10,539
+319
+3% +$20.7K 0.28% 87
2022
Q1 		$619K Sell
10,220
-28
-0.3% -$1.68K 0.23% 102
2021
Q4 		$620K Hold
10,248
– – 0.25% 103
2021
Q3 		$615K Sell
10,248
-327
-3% -$19.6K 0.35% 70
2021
Q2 		$629K Hold
10,575
– – 0.38% 62
2021
Q1 		$629K Buy
10,575
+21
+0.2% +$1.18K 0.39% 60
2020
Q4 		$617K Buy
+10,554
New +$634K 0.44% 54

Other funds holding K

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BPMC
Buckland Partners Management Co Harrison, New York $165M AUM
TIM
Tevis Investment Management Plano, Texas $176M AUM 18.14% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sovereign Financial Group's K Position: Q4 2025 in Review

Sovereign Financial Group sold out of Kellanova (K) in Q4 2025, closing a stake of 7,828 shares — an estimated $642K sold.

Sovereign Financial Group first reported a position in K in Q4 2020 and held it in 20 quarters. The position peaked at $713K in Q4 2022. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Sovereign Financial Group reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Sovereign Financial Group sold 7,828 Kellanova shares in Q4 2025, an estimated $642K.
  • Sovereign Financial Group first reported a position in Kellanova in Q4 2020 and held it in 20 quarters.
  • Sovereign Financial Group's Kellanova position peaked at $713K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Sovereign Financial Group's 13F filing for Q4 2025, filed 7 Jan 2026.