Wealthspire Advisors (New York)’s Skyline Builders Group KAZR Stock Holding History

Wealthspire Advisors (New York)’s Portfolio KAZR Stock Details KAZR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$120K	Buy	+38,698	New	+$129K	﹤0.01%	1212

Other funds holding KAZR

PEAK6 Chicago, Illinois $48.6B AUM 40.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s KAZR Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Skyline Builders Group (KAZR) in Q2 2026: 38,698 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #1212 among its holdings.

17 funds tracked by Wall St. Rank hold KAZR as of Q2 2026.

Wealthspire Advisors (New York) held 38,698 shares of Skyline Builders Group worth $120K as of Q2 2026.
Skyline Builders Group was a new Wealthspire Advisors (New York) position in Q2 2026.
Skyline Builders Group made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1212 holding.
17 funds tracked by Wall St. Rank held Skyline Builders Group as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.