KFS
HTO

Keynote Financial Services’s H2O America HTO Stock Holding History

Keynote Financial Services’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.23M Sell
55,044
-1,174
-2% -$63.9K 1.72% 12
2025
Q4 		$2.75M Buy
56,218
+4,804
+9% +$230K 1.54% 11
2025
Q3 		$2.5M Buy
51,414
+5,280
+11% +$264K 1.51% 12
2025
Q2 		$2.4M Buy
46,134
+206
+0.4% +$11K 1.61% 10
2025
Q1 		$2.51M Buy
45,928
+2,048
+5% +$105K 1.79% 8
2024
Q4 		$2.16M Buy
43,880
+14,460
+49% +$797K 1.66% 12
2024
Q3 		$1.71M Sell
29,420
-325
-1% -$19K 1.31% 16
2024
Q2 		$1.61M Buy
29,745
+2,264
+8% +$124K 1.35% 16
2024
Q1 		$1.56M Buy
+27,481
New +$1.63M 1.3% 18

Other funds holding HTO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $7.29B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM