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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s World Kinect Corp WKC Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio WKC Stock Details WKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-28
Closed -$922 – 2616
2026
Q2 		$922 Hold
28
– – ﹤0.01% 2221
2026
Q1 		$646 Hold
28
– – ﹤0.01% 2303
2025
Q4 		$656 Hold
28
– – ﹤0.01% 2385
2025
Q3 		$727 Buy
+28
New +$754 ﹤0.01% 2270

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Vanguard Capital Management
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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s WKC Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of World Kinect Corp (WKC) in Q3 2026, closing a stake of 28 shares — an estimated $922 sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in WKC in Q3 2025 and held it in 4 quarters. The position peaked at $922 in Q2 2026. 237 funds tracked by Wall St. Rank hold WKC as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining World Kinect Corp position as of Q3 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 28 World Kinect Corp shares in Q3 2026, an estimated $922.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in World Kinect Corp in Q3 2025 and held it in 4 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s World Kinect Corp position peaked at $922 in Q2 2026.
  • 237 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.