Charles Schwab
KWY

Charles Schwab’s Kingsway Corp KWY Stock Holding History

Charles Schwab’s Portfolio KWY Stock Details KWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$732K Buy
70,285
+17,364
+33% +$187K ﹤0.01% 3113
2026
Q1 		$552K Sell
52,921
-5,074
-9% -$61.4K ﹤0.01% 3078
2025
Q4 		$780K Sell
57,995
-735
-1% -$10.1K ﹤0.01% 3008
2025
Q3 		$859K Buy
58,730
+7,138
+14% +$102K ﹤0.01% 3006
2025
Q2 		$699K Buy
51,592
+15,508
+43% +$165K ﹤0.01% 3017
2025
Q1 		$286K Hold
36,084
– – ﹤0.01% 3217
2024
Q4 		$302K Buy
36,084
+11
+0% +$96 ﹤0.01% 3270
2024
Q3 		$299K Hold
36,073
– – ﹤0.01% 3284
2024
Q2 		$297K Buy
36,073
+5,751
+19% +$47.7K ﹤0.01% 3370
2024
Q1 		$253K Hold
30,322
– – ﹤0.01% 3204
2023
Q4 		$255K Hold
30,322
– – ﹤0.01% 3245
2023
Q3 		$229K Hold
30,322
– – ﹤0.01% 3263
2023
Q2 		$247K Buy
+30,322
New +$259K ﹤0.01% 3275

Other funds holding KWY

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Charles Schwab's KWY Position: Q2 2026 in Review

Charles Schwab increased its Kingsway Corp (KWY) stake by 33% in Q2 2026, buying an estimated $187K and bringing the position to 70,285 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #3113.

Charles Schwab first reported a position in KWY in Q2 2023 and has held it in 13 quarters since. The position peaked at $859K in Q3 2025. 72 funds tracked by Wall St. Rank hold KWY as of Q2 2026.

  • Charles Schwab held 70,285 shares of Kingsway Corp worth $732K as of Q2 2026.
  • Charles Schwab bought 17,364 Kingsway Corp shares in Q2 2026, an estimated $187K.
  • Kingsway Corp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3113 holding.
  • Charles Schwab first reported a position in Kingsway Corp in Q2 2023 and has held it in 13 quarters since.
  • Charles Schwab's Kingsway Corp position peaked at $859K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Kingsway Corp as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.