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Kestrel Group shares owned by Creative Planning

Quarter-by-quarter ownership of Kestrel Group (KG) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Kestrel Group

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All positions including Kestrel Group held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kestrel Group by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $293k 11k 27.31
2025-06-30 $272k 10k 26.52

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Ishares Core Msci Emkt (IEMG)
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View all positions for Creative Planning

Top funds holding Kestrel Group

Vanguard Group
BlackRock
Whitefort Capital Management
Geode Capital Management
Dimensional Fund Advisors
State Street Corporation
Northern Trust
Sowell Financial Services
Renaissance Technologies
UBS Group
Creative Planning
Citadel Advisors
Charles Schwab Investment Management
Darren Munn
Barclays

View all funds holding Kestrel Group