JWA
KW

JFS Wealth Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

JFS Wealth Advisors’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,636
Closed -$16K – 1925
2025
Q4 		$16K Hold
1,636
– – ﹤0.01% 816
2025
Q3 		$13.8K Buy
+1,636
New +$13.1K ﹤0.01% 797
2024
Q2 		– Sell
-48
Closed -$412 – 2019
2024
Q1 		$412 Sell
48
-10
-17% -$98 ﹤0.01% 1818
2023
Q4 		$719 Buy
58
+15
+35% +$188 ﹤0.01% 1725
2023
Q3 		$634 Sell
43
-33
-43% -$534 ﹤0.01% 1701
2023
Q2 		$1.24K Buy
76
+7
+10% +$112 ﹤0.01% 1536
2023
Q1 		$1.15K Buy
69
+20
+41% +$341 ﹤0.01% 1542
2022
Q4 		$771 Buy
49
+46
+1,533% +$739 ﹤0.01% 1658
2022
Q3 		$0 Sell
3
-23
-88% -$430 ﹤0.01% 1834
2022
Q2 		$0 Sell
26
-51
-66% -$1.1K ﹤0.01% 1848
2022
Q1 		$2K Buy
77
+46
+148% +$1.06K ﹤0.01% 1437
2021
Q4 		$1K Buy
+31
New +$706 ﹤0.01% 1432

Other funds holding KW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JFS Wealth Advisors's KW Position: Q1 2026 in Review

JFS Wealth Advisors sold out of Kennedy-Wilson Holdings (KW) in Q1 2026, closing a stake of 1,636 shares — an estimated $16K sold.

JFS Wealth Advisors first reported a position in KW in Q4 2021 and held it in 12 quarters. The position peaked at $16K in Q4 2025. 237 funds tracked by Wall St. Rank hold KW as of Q1 2026.

  • JFS Wealth Advisors reported no remaining Kennedy-Wilson Holdings position as of Q1 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,636 Kennedy-Wilson Holdings shares in Q1 2026, an estimated $16K.
  • JFS Wealth Advisors first reported a position in Kennedy-Wilson Holdings in Q4 2021 and held it in 12 quarters.
  • JFS Wealth Advisors's Kennedy-Wilson Holdings position peaked at $16K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.