AF
KW

Allworth Financial’s Kennedy-Wilson Holdings KW Stock Holding History

Allworth Financial’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.79K Sell
627
-15
-2% -$156 ﹤0.01% 3767
2025
Q4 		$6.21K Sell
642
-181
-22% -$1.62K ﹤0.01% 3582
2025
Q3 		$6.85K Buy
823
+330
+67% +$2.65K ﹤0.01% 3362
2025
Q2 		$3.35K Sell
493
-157
-24% -$1.05K ﹤0.01% 3477
2025
Q1 		$4.17K Sell
650
-1,957
-75% -$17.8K ﹤0.01% 2865
2024
Q4 		$23.9K Sell
2,607
-25
-0.9% -$273 ﹤0.01% 1986
2024
Q3 		$29.1K Sell
2,632
-16
-0.6% -$170 ﹤0.01% 1677
2024
Q2 		$27.5K Buy
2,648
+2,167
+451% +$20.3K ﹤0.01% 1674
2024
Q1 		$4.13K Buy
481
+413
+607% +$4.06K ﹤0.01% 2486
2023
Q4 		$842 Buy
68
+41
+152% +$514 ﹤0.01% 3005
2023
Q3 		$398 Buy
+27
New +$437 ﹤0.01% 3091
2023
Q2 		– Sell
-804
Closed -$13.3K – 3324
2023
Q1 		$13.3K Buy
804
+644
+403% +$11K ﹤0.01% 1686
2022
Q4 		$2.52K Buy
160
+148
+1,233% +$2.38K ﹤0.01% 2157
2022
Q3 		$0 Buy
+12
New +$224 ﹤0.01% 2890
2022
Q2 		– Sell
-1,013
Closed -$25K – 2607
2022
Q1 		$25K Buy
+1,013
New +$23.3K ﹤0.01% 1161

Other funds holding KW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's KW Position: Q1 2026 in Review

Allworth Financial reduced its Kennedy-Wilson Holdings (KW) stake by 2.3% in Q1 2026, selling an estimated $156 and leaving 627 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3767.

Allworth Financial first reported a position in KW in Q1 2022 and has held it in 15 quarters since. The position peaked at $29.1K in Q3 2024. 237 funds tracked by Wall St. Rank hold KW as of Q1 2026.

  • Allworth Financial held 627 shares of Kennedy-Wilson Holdings worth $6.79K as of Q1 2026.
  • Allworth Financial sold 15 Kennedy-Wilson Holdings shares in Q1 2026, an estimated $156.
  • Kennedy-Wilson Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3767 holding.
  • Allworth Financial first reported a position in Kennedy-Wilson Holdings in Q1 2022 and has held it in 15 quarters since.
  • Allworth Financial's Kennedy-Wilson Holdings position peaked at $29.1K in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.