EverSource Wealth Advisors’s Kaspi.kz JSC KSPI Stock Holding History

EverSource Wealth Advisors’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	$31K	Sell	358 -143	-29%	-$12.1K	﹤0.01%	2122
2026 Q1	$37.1K	Buy	501 +483	+2,683%	+$36.4K	﹤0.01%	2102
2025 Q4	$1.41K	Sell	18 -25	-58%	-$1.89K	﹤0.01%	3612
2025 Q3	$3.51K	Sell	43 -55	-56%	-$4.82K	﹤0.01%	3302
2025 Q2	$8.29K	Sell	98 -61	-38%	-$5.2K	﹤0.01%	2935
2025 Q1	$14.8K	Sell	159 -5	-3%	-$490	﹤0.01%	1878
2024 Q4	$15.5K	Sell	164 -25	-13%	-$2.67K	﹤0.01%	1761
2024 Q3	$20.1K	Sell	189 -115	-38%	-$14.3K	﹤0.01%	1484
2024 Q2	$39.5K	Buy	304 +3	+1%	+$368	﹤0.01%	1196
2024 Q1	$35.4K	Buy	+301	New	+$30.8K	﹤0.01%	1118

Other funds holding KSPI

BFMH

Baring Fintech Manager Holding Castel, Guernsey $1.45B AUM 2.06% 1-Year Est. Return

BDP

Brehaut David Pascal $1.06B AUM

BFFIM

Baring Fintech Fund III Managers St Peter Port, Guernsey $616M AUM 2.06% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Spice Expeditions Westport, Connecticut $224M AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

EverSource Wealth Advisors's KSPI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Kaspi.kz JSC (KSPI) stake by 29% in Q2 2026, selling an estimated $12.1K and leaving 358 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

EverSource Wealth Advisors first reported a position in KSPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $39.5K in Q2 2024. 207 funds tracked by Wall St. Rank hold KSPI as of Q2 2026.

EverSource Wealth Advisors held 358 shares of Kaspi.kz JSC worth $31K as of Q2 2026.
EverSource Wealth Advisors sold 143 Kaspi.kz JSC shares in Q2 2026, an estimated $12.1K.
Kaspi.kz JSC made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2122 holding.
EverSource Wealth Advisors first reported a position in Kaspi.kz JSC in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Kaspi.kz JSC position peaked at $39.5K in Q2 2024.
207 funds tracked by Wall St. Rank held Kaspi.kz JSC as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.