SVB Wealth’s Kodiak Gas Services KGS Stock Holding History

SVB Wealth’s Portfolio KGS Stock Details KGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-99	Closed	-$3.69K	–	1093
2025 Q1	$3.69K	Buy	+99	New	+$4.22K	﹤0.01%	1095

Other funds holding KGS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SVB Wealth's KGS Position: Q2 2025 in Review

SVB Wealth sold out of Kodiak Gas Services (KGS) in Q2 2025, closing a stake of 99 shares — an estimated $3.69K sold.

SVB Wealth first reported a position in KGS in Q1 2025 and held it in 1 quarter. The position peaked at $3.69K in Q1 2025. 246 funds tracked by Wall St. Rank hold KGS as of Q2 2025.

SVB Wealth reported no remaining Kodiak Gas Services position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 99 Kodiak Gas Services shares in Q2 2025, an estimated $3.69K.
SVB Wealth first reported a position in Kodiak Gas Services in Q1 2025 and held it in 1 quarter.
SVB Wealth's Kodiak Gas Services position peaked at $3.69K in Q1 2025.
246 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.