True Wealth Design’s Kestrel Group KG Stock Holding History

True Wealth Design’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	–	Sell	-1	Closed	-$11	–	2800
2026 Q1	$11	Hold	1	–	–	﹤0.01%	2665
2025 Q4	$11	Hold	1	–	–	﹤0.01%	2516
2025 Q3	$28	Hold	1	–	–	﹤0.01%	2638
2025 Q2	$27	Hold	1	–	–	﹤0.01%	2482
2025 Q1	$11	Buy	+1	New	+$19	﹤0.01%	2628

Other funds holding KG

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

True Wealth Design's KG Position: Q2 2026 in Review

True Wealth Design sold out of Kestrel Group (KG) in Q2 2026, closing a stake of 1 share — an estimated $11 sold.

True Wealth Design first reported a position in KG in Q1 2025 and held it in 5 quarters. The position peaked at $28 in Q3 2025. 6 funds tracked by Wall St. Rank hold KG as of Q2 2026.

True Wealth Design reported no remaining Kestrel Group position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 1 Kestrel Group share in Q2 2026, an estimated $11.
True Wealth Design first reported a position in Kestrel Group in Q1 2025 and held it in 5 quarters.
True Wealth Design's Kestrel Group position peaked at $28 in Q3 2025.
6 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.