Stifel Financial
KLG

Stifel Financial’s WK Kellogg Co KLG Stock Holding History

Stifel Financial’s Portfolio KLG Stock Details KLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,492
Closed -$247K – 3597
2025
Q2 		$247K Buy
15,492
+606
+4% +$10.5K ﹤0.01% 3152
2025
Q1 		$297K Buy
14,886
+1,109
+8% +$20.2K ﹤0.01% 2972
2024
Q4 		$248K Sell
13,777
-14,632
-52% -$268K ﹤0.01% 3058
2024
Q3 		$486K Buy
28,409
+14,705
+107% +$252K ﹤0.01% 2698
2024
Q2 		$226K Buy
13,704
+1,873
+16% +$38K ﹤0.01% 3050
2024
Q1 		$222K Sell
11,831
-1,734
-13% -$25.2K ﹤0.01% 3052
2023
Q4 		$178K Buy
+13,565
New +$153K ﹤0.01% 3083

Other funds holding KLG

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $102M AUM 26.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return