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 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 $1.34B AUM 20.23% 1-Year Est. Return

BDP

Brehaut David Pascal $908M AUM

BFFIM

Baring Fintech Fund III Managers St Peter Port, Guernsey $893M AUM 20.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EverSource Wealth Advisors's KSPI Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Kaspi.kz JSC (KSPI) stake by 2,683% in Q1 2026, buying an estimated $36.4K and bringing the position to 501 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

EverSource Wealth Advisors first reported a position in KSPI in Q1 2024 and has held it in 9 quarters since. The position peaked at $39.5K in Q2 2024. 165 funds tracked by Wall St. Rank hold KSPI as of Q1 2026.

EverSource Wealth Advisors held 501 shares of Kaspi.kz JSC worth $37.1K as of Q1 2026.
EverSource Wealth Advisors bought 483 Kaspi.kz JSC shares in Q1 2026, an estimated $36.4K.
Kaspi.kz JSC made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2102 holding.
EverSource Wealth Advisors first reported a position in Kaspi.kz JSC in Q1 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Kaspi.kz JSC position peaked at $39.5K in Q2 2024.
165 funds tracked by Wall St. Rank held Kaspi.kz JSC as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.