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 – 2398
2014
Q3 		$948K Buy
+4,280
New +$1.02M 0.01% 1158

Other funds holding KG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $406M AUM 84.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stifel Financial's KG Position: Q2 2025 in Review

Stifel Financial sold out of Kestrel Group (KG) in Q2 2025, closing a stake of 670 shares — an estimated $7.64K sold.

Stifel Financial first reported a position in KG in Q3 2014 and held it in 9 quarters. The position peaked at $948K in Q3 2014. 43 funds tracked by Wall St. Rank hold KG as of Q2 2025.

  • Stifel Financial reported no remaining Kestrel Group position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 670 Kestrel Group shares in Q2 2025, an estimated $7.64K.
  • Stifel Financial first reported a position in Kestrel Group in Q3 2014 and held it in 9 quarters.
  • Stifel Financial's Kestrel Group position peaked at $948K in Q3 2014.
  • 43 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.