Stifel Financial
KG

Stifel Financial’s Kestrel Group KG Stock Holding History

Stifel Financial’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
2025
Q2 		– Sell
-670
Closed -$7.64K – 3542
2025
Q1 		$7.64K Hold
670
– – ﹤0.01% 3437
2024
Q4 		$22.6K Hold
670
– – ﹤0.01% 3351
2024
Q3 		$23.7K Buy
670
+150
+29% +$5.44K ﹤0.01% 3336
2024
Q2 		$21.4K Hold
520
– – ﹤0.01% 3324
2024
Q1 		$23.4K Hold
520
– – ﹤0.01% 3302
2023
Q4 		$23.8K Hold
520
– – ﹤0.01% 3261
2023
Q3 		$18.3K Hold
520
– – ﹤0.01% 3247
2023
Q2 		$21.8K Buy
+520
New +$22.2K ﹤0.01% 3282
2014
Q4 		– Sell
-4,280
Closed -$948K – 2399
2014
Q3 		$948K Buy
+4,280
New +$1.02M 0.01% 1158

Other funds holding KG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM
Whitefort Capital Management New York $329M AUM 52.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return