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Valmark Advisers’s Kura Sushi USA KRUS Stock Holding History

Valmark Advisers’s Portfolio KRUS Stock Details KRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,872
Closed -$678K – 666
2025
Q2 		$678K Sell
7,872
-41
-0.5% -$2.69K 0.01% 398
2025
Q1 		$405K Buy
7,913
+309
+4% +$21.8K 0.01% 462
2024
Q4 		$689K Buy
7,604
+118
+2% +$11K 0.01% 369
2024
Q3 		$603K Sell
7,486
-58
-0.8% -$3.69K 0.01% 383
2024
Q2 		$476K Sell
7,544
-2,986
-28% -$301K 0.01% 398
2024
Q1 		$1.21M Sell
10,530
-6,071
-37% -$589K 0.02% 236
2023
Q4 		$1.26M Buy
16,601
+448
+3% +$29K 0.02% 216
2023
Q3 		$1.07M Buy
16,153
+8,123
+101% +$716K 0.02% 212
2023
Q2 		$746K Buy
8,030
+1,270
+19% +$93.8K 0.02% 270
2023
Q1 		$445K Buy
+6,760
New +$406K 0.01% 341

Other funds holding KRUS

SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Valmark Advisers's KRUS Position: Q3 2025 in Review

Valmark Advisers sold out of Kura Sushi USA (KRUS) in Q3 2025, closing a stake of 7,872 shares — an estimated $678K sold.

Valmark Advisers first reported a position in KRUS in Q1 2023 and held it in 10 quarters. The position peaked at $1.26M in Q4 2023. 139 funds tracked by Wall St. Rank hold KRUS as of Q3 2025.

  • Valmark Advisers reported no remaining Kura Sushi USA position as of Q3 2025 after selling out during the quarter.
  • Valmark Advisers sold 7,872 Kura Sushi USA shares in Q3 2025, an estimated $678K.
  • Valmark Advisers first reported a position in Kura Sushi USA in Q1 2023 and held it in 10 quarters.
  • Valmark Advisers's Kura Sushi USA position peaked at $1.26M in Q4 2023.
  • 139 funds tracked by Wall St. Rank held Kura Sushi USA as of Q3 2025.

Based on Valmark Advisers's 13F filing for Q3 2025, filed 24 Oct 2025.