KFA
CRWV

Kapstone Financial Advisors’s CoreWeave CRWV Stock Holding History

Kapstone Financial Advisors’s Portfolio CRWV Stock Details CRWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$270K Buy
3,487
+620
+22% +$53.8K 0.13% 111
2025
Q4 		$205K Hold
2,867
– – 0.1% 122
2025
Q3 		$392K Buy
2,867
+869
+43% +$103K 0.18% 67
2025
Q2 		$326K Buy
+1,998
New +$184K 0.16% 74

Other funds holding CRWV

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $18.4B AUM 362.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Kapstone Financial Advisors's CRWV Position: Q1 2026 in Review

Kapstone Financial Advisors increased its CoreWeave (CRWV) stake by 22% in Q1 2026, buying an estimated $53.8K and bringing the position to 3,487 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #111.

Kapstone Financial Advisors first reported a position in CRWV in Q2 2025 and has held it in 4 quarters since. The position peaked at $392K in Q3 2025. 775 funds tracked by Wall St. Rank hold CRWV as of Q1 2026.

  • Kapstone Financial Advisors held 3,487 shares of CoreWeave worth $270K as of Q1 2026.
  • Kapstone Financial Advisors bought 620 CoreWeave shares in Q1 2026, an estimated $53.8K.
  • CoreWeave made up 0.13% of Kapstone Financial Advisors's portfolio in Q1 2026, its #111 holding.
  • Kapstone Financial Advisors first reported a position in CoreWeave in Q2 2025 and has held it in 4 quarters since.
  • Kapstone Financial Advisors's CoreWeave position peaked at $392K in Q3 2025.
  • 775 funds tracked by Wall St. Rank held CoreWeave as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.