CPG
KWY

Cornerstone Planning Group’s Kingsway Corp KWY Stock Holding History

Cornerstone Planning Group’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
2025
Q3 		– Sell
-20
Closed -$281 – 1735
2025
Q2 		$281 Buy
+20
New +$212 ﹤0.01% 1429

Other funds holding KWY

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cornerstone Planning Group's KWY Position: Q3 2025 in Review

Cornerstone Planning Group sold out of Kingsway Corp (KWY) in Q3 2025, closing a stake of 20 shares — an estimated $281 sold.

Cornerstone Planning Group first reported a position in KWY in Q2 2025 and held it in 1 quarter. The position peaked at $281 in Q2 2025. 70 funds tracked by Wall St. Rank hold KWY as of Q3 2025.

  • Cornerstone Planning Group reported no remaining Kingsway Corp position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 20 Kingsway Corp shares in Q3 2025, an estimated $281.
  • Cornerstone Planning Group first reported a position in Kingsway Corp in Q2 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Kingsway Corp position peaked at $281 in Q2 2025.
  • 70 funds tracked by Wall St. Rank held Kingsway Corp as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.