Physician Wealth Advisors, Inc. KRNY KEARNY FINL CORP MD

Ownership history in Physician Wealth Advisors, Inc.  ·  5 quarters on record

AI Ownership Summary

Physician Wealth Advisors, Inc. reported KEARNY FINL CORP MD (KRNY) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows KRNY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KRNY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Physician Wealth Advisors, Inc.'s position in KEARNY FINL CORP MD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KRNY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Physician Wealth Advisors, Inc. held KRNY — position size vs. price
% of Fund (quarterly)    KRNY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 658 +82 +14.2% 0.00% $6K 2026-07-20 $9.48
2026 Q1 UNCHANGED 576 0% 0.00% $4K 2026-04-24 $7.68
2025 Q4 ADDED 576 +77 +15.4% 0.00% $4K 2026-01-29 $7.54
2025 Q3 UNCHANGED 499 0% 0.00% $3K 2025-11-04 $6.08
2025 Q2 INITIATED 499 0.00% $3K 2025-07-14 $6.24

FAQ About Physician Wealth Advisors, Inc. and KRNY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Physician Wealth Advisors, Inc. reported owning KRNY?

Physician Wealth Advisors, Inc. reported KRNY across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported KRNY position in Physician Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for KRNY was 0.00% in 2026 Q2.

What is the latest reported KRNY position on this page?

The most recent filing on this page is 2026 Q2, when Physician Wealth Advisors, Inc. reported 658 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this KRNY ownership page compare?

The chart compares Physician Wealth Advisors, Inc.'s quarterly KRNY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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