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BWM Planning’s Kosmos Energy KOS Stock Holding History

BWM Planning’s Portfolio KOS Stock Details KOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$383K Buy
+181,636
New +$506K 0.09% 77
2026
Q1 		– Sell
-31,898
Closed -$28.9K – 90
2025
Q4 		$28.9K Hold
31,898
– – 0.01% 94
2025
Q3 		$53K Hold
31,898
– – 0.02% 90
2025
Q2 		$54.9K Hold
31,898
– – 0.02% 81
2025
Q1 		$72.7K Hold
31,898
– – 0.03% 77
2024
Q4 		$109K Hold
31,898
– – 0.05% 76
2024
Q3 		$129K Buy
+31,898
New +$155K 0.06% 76

Other funds holding KOS

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWM Planning's KOS Position: Q2 2026 in Review

BWM Planning opened a new position in Kosmos Energy (KOS) in Q2 2026: 181,636 shares worth $383K. The stake represents 0.09% of the portfolio and ranks #77 among its holdings. This is a return to the name: BWM Planning previously reported a position in KOS as recently as Q4 2025.

BWM Planning first reported a position in KOS in Q3 2024 and has held it in 7 quarters since. 51 funds tracked by Wall St. Rank hold KOS as of Q2 2026.

  • BWM Planning held 181,636 shares of Kosmos Energy worth $383K as of Q2 2026.
  • Kosmos Energy was a new BWM Planning position in Q2 2026.
  • Kosmos Energy made up 0.09% of BWM Planning's portfolio in Q2 2026, its #77 holding.
  • BWM Planning first reported a position in Kosmos Energy in Q3 2024 and has held it in 7 quarters since.
  • 51 funds tracked by Wall St. Rank held Kosmos Energy as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.