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Symphony Financial’s Kimbell Royalty Partners KRP Stock Holding History

Symphony Financial’s Portfolio KRP Stock Details KRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$249K Sell
17,271
-2,461
-12% -$36.7K 0.03% 309
2026
Q1 		$293K Sell
19,732
-457
-2% -$6.26K 0.04% 235
2025
Q4 		$239K Buy
+20,189
New +$259K 0.03% 257

Other funds holding KRP

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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
EI
EnCap Investments Houston, Texas $322M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Symphony Financial's KRP Position: Q2 2026 in Review

Symphony Financial reduced its Kimbell Royalty Partners (KRP) stake by 12% in Q2 2026, selling an estimated $36.7K and leaving 17,271 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #309.

Symphony Financial first reported a position in KRP in Q4 2025 and has held it in 3 quarters since. The position peaked at $293K in Q1 2026. 212 funds tracked by Wall St. Rank hold KRP as of Q2 2026.

  • Symphony Financial held 17,271 shares of Kimbell Royalty Partners worth $249K as of Q2 2026.
  • Symphony Financial sold 2,461 Kimbell Royalty Partners shares in Q2 2026, an estimated $36.7K.
  • Kimbell Royalty Partners made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #309 holding.
  • Symphony Financial first reported a position in Kimbell Royalty Partners in Q4 2025 and has held it in 3 quarters since.
  • Symphony Financial's Kimbell Royalty Partners position peaked at $293K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.