Kesler, Norman & Wride, LLC
All 13F Filings
- Location
- Ogden, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 631,420
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 271 | 631,420 | 13F-HR | Kesler, Norman & Wride, LLC |
| Q1 2026 | 5/6/2026 | 245 | 580,741 | 13F-HR | Kesler, Norman & Wride, LLC |
| Q4 2025 | 2/10/2026 | 236 | 583,370 | 13F-HR | Kesler, Norman & Wride, LLC |
| Q3 2025 | 10/24/2025 | 219 | 509,826 | 13F-HR | Kesler, Norman & Wride, LLC |
| Q2 2025 | 8/5/2025 | 222 | 563,723 | 13F-HR | Kesler, Norman & Wride, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 520.8 K | 82.8% | 31.95 K | 0 | 31.95 K |
| ETFs | 82.45 K | 13.1% | 19.6 K | 0 | 19.6 K |
| Debt | 25.73 K | 4.1% | 0 | 938 | -938 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
631,420
Holdings
271
QoQ value change ($000)
50,679
(8.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.