VNA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Valley National Advisers's KRT Position: Q1 2026 in Review

Valley National Advisers held its Karat Packaging (KRT) position steady in Q1 2026 at 500 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Valley National Advisers first reported a position in KRT in Q4 2025 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • Valley National Advisers held 500 shares of Karat Packaging worth $13K as of Q1 2026.
  • Valley National Advisers left its Karat Packaging share count unchanged in Q1 2026.
  • Karat Packaging made up ﹤0.01% of Valley National Advisers's portfolio in Q1 2026, its #561 holding.
  • Valley National Advisers first reported a position in Karat Packaging in Q4 2025 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.