Athena Wealth Management
KSPI icon

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
Q3 		$712K Buy
7,568
+111
+1% +$10.6K 0.51% 49
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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Lifetime Wealth Management
Lifetime Wealth Management Rockwall, Texas $166M AUM 22.52% 1-Year Est. Return

Athena Wealth Management's KSPI Position: Q3 2026 in Review

Athena Wealth Management increased its Kaspi.kz JSC (KSPI) stake by 1.5% in Q3 2026, buying an estimated $10.6K and bringing the position to 7,568 shares worth $712K. The position accounts for 0.51% of the portfolio, ranked #49.

Athena Wealth Management first reported a position in KSPI in Q4 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold KSPI as of Q3 2026.

  • Athena Wealth Management held 7,568 shares of Kaspi.kz JSC worth $712K as of Q3 2026.
  • Athena Wealth Management bought 111 Kaspi.kz JSC shares in Q3 2026, an estimated $10.6K.
  • Kaspi.kz JSC made up 0.51% of Athena Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Athena Wealth Management first reported a position in Kaspi.kz JSC in Q4 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Kaspi.kz JSC as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.