Jones Financial Companies
KW

Jones Financial Companies’s Kennedy-Wilson Holdings KW Stock Holding History

Jones Financial Companies’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 		$1.88K Buy
172
+43
+33% +$446 ﹤0.01% 4166
2025
Q4 		$1.25K Hold
129
– – ﹤0.01% 3964
2025
Q3 		$1.08K Hold
129
– – ﹤0.01% 3869
2025
Q2 		$898 Buy
+129
New +$860 ﹤0.01% 3681

Other funds holding KW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $17.9B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jones Financial Companies's KW Position: Q1 2026 in Review

Jones Financial Companies increased its Kennedy-Wilson Holdings (KW) stake by 33% in Q1 2026, buying an estimated $446 and bringing the position to 172 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #4166.

Jones Financial Companies first reported a position in KW in Q2 2025 and has held it in 4 quarters since. 237 funds tracked by Wall St. Rank hold KW as of Q1 2026.

  • Jones Financial Companies held 172 shares of Kennedy-Wilson Holdings worth $1.88K as of Q1 2026.
  • Jones Financial Companies bought 43 Kennedy-Wilson Holdings shares in Q1 2026, an estimated $446.
  • Kennedy-Wilson Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4166 holding.
  • Jones Financial Companies first reported a position in Kennedy-Wilson Holdings in Q2 2025 and has held it in 4 quarters since.
  • 237 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.