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Valley National Advisers’s Karat Packaging KRT Stock Holding History

Valley National Advisers’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.7K Hold
500
– – ﹤0.01% 549
2026
Q1 		$13K Hold
500
– – ﹤0.01% 561
2025
Q4 		$11K Buy
+500
New +$11.6K ﹤0.01% 591

Other funds holding KRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Valley National Advisers's KRT Position: Q2 2026 in Review

Valley National Advisers held its Karat Packaging (KRT) position steady in Q2 2026 at 500 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Valley National Advisers first reported a position in KRT in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Valley National Advisers held 500 shares of Karat Packaging worth $16.7K as of Q2 2026.
  • Valley National Advisers left its Karat Packaging share count unchanged in Q2 2026.
  • Karat Packaging made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #549 holding.
  • Valley National Advisers first reported a position in Karat Packaging in Q4 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.