TFA
KG

Transamerica Financial Advisors’s Kestrel Group KG Stock Holding History

Transamerica Financial Advisors’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
2026
Q2 		$126 Hold
14
– – ﹤0.01% 1964
2026
Q1 		$151 Buy
+14
New +$160 ﹤0.01% 1681
2025
Q4 		– Sell
-5
Closed -$137 – 1883
2025
Q3 		$137 Buy
+5
New +$132 ﹤0.01% 1485

Other funds holding KG

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Transamerica Financial Advisors's KG Position: Q2 2026 in Review

Transamerica Financial Advisors held its Kestrel Group (KG) position steady in Q2 2026 at 14 shares worth $126. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

Transamerica Financial Advisors first reported a position in KG in Q3 2025 and has held it in 3 quarters since. The position peaked at $151 in Q1 2026. 39 funds tracked by Wall St. Rank hold KG as of Q2 2026.

  • Transamerica Financial Advisors held 14 shares of Kestrel Group worth $126 as of Q2 2026.
  • Transamerica Financial Advisors left its Kestrel Group share count unchanged in Q2 2026.
  • Kestrel Group made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1964 holding.
  • Transamerica Financial Advisors first reported a position in Kestrel Group in Q3 2025 and has held it in 3 quarters since.
  • Transamerica Financial Advisors's Kestrel Group position peaked at $151 in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.