Trek Financial’s Karman Holdings KRMN Stock Holding History

Trek Financial’s Portfolio KRMN Stock Details KRMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-48,264	Closed	-$3.48M	–	521
2025 Q3	$3.48M	Sell	48,264 -5,522	-10%	-$303K	0.21%	123
2025 Q2	$2.71M	Buy	+53,786	New	+$2.16M	0.18%	139

Other funds holding KRMN

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lexington Partners New York $134M AUM 1.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KHIS Custodian Dallas, Texas $142M AUM

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GGH

GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Trek Financial's KRMN Position: Q4 2025 in Review

Trek Financial sold out of Karman Holdings (KRMN) in Q4 2025, closing a stake of 48,264 shares — an estimated $3.48M sold.

Trek Financial first reported a position in KRMN in Q2 2025 and held it in 2 quarters. The position peaked at $3.48M in Q3 2025. 285 funds tracked by Wall St. Rank hold KRMN as of Q4 2025.

Trek Financial reported no remaining Karman Holdings position as of Q4 2025 after selling out during the quarter.
Trek Financial sold 48,264 Karman Holdings shares in Q4 2025, an estimated $3.48M.
Trek Financial first reported a position in Karman Holdings in Q2 2025 and held it in 2 quarters.
Trek Financial's Karman Holdings position peaked at $3.48M in Q3 2025.
285 funds tracked by Wall St. Rank held Karman Holdings as of Q4 2025.

Based on Trek Financial's 13F filing for Q4 2025, filed 4 Feb 2026.