AWM
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Athena Wealth Management’s Kaspi.kz JSC KSPI Stock Holding History

Athena Wealth Management’s Portfolio KSPI Stock Details KSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$646K Buy
7,457
+2,567
+52% +$218K 0.48% 53
2026
Q1 		$362K Buy
4,890
+432
+10% +$32.6K 0.3% 73
2025
Q4 		$348K Buy
+4,458
New +$337K 0.34% 69

Other funds holding KSPI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RQS
Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Athena Wealth Management's KSPI Position: Q2 2026 in Review

Athena Wealth Management increased its Kaspi.kz JSC (KSPI) stake by 52% in Q2 2026, buying an estimated $218K and bringing the position to 7,457 shares worth $646K. The position accounts for 0.48% of the portfolio, ranked #53.

Athena Wealth Management first reported a position in KSPI in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold KSPI as of Q2 2026.

  • Athena Wealth Management held 7,457 shares of Kaspi.kz JSC worth $646K as of Q2 2026.
  • Athena Wealth Management bought 2,567 Kaspi.kz JSC shares in Q2 2026, an estimated $218K.
  • Kaspi.kz JSC made up 0.48% of Athena Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Athena Wealth Management first reported a position in Kaspi.kz JSC in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Kaspi.kz JSC as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.