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Keystone Financial Services (Colorado)’s Guidewire Software GWRE Stock Holding History

Keystone Financial Services (Colorado)’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,017
Closed -$204K – 131
2025
Q4 		$204K Sell
1,017
-9
-0.9% -$1.99K 0.06% 118
2025
Q3 		$236K Buy
1,026
+8
+0.8% +$1.82K 0.07% 107
2025
Q2 		$240K Buy
+1,018
New +$219K 0.08% 97

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Keystone Financial Services (Colorado)'s GWRE Position: Q1 2026 in Review

Keystone Financial Services (Colorado) sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 1,017 shares — an estimated $204K sold.

Keystone Financial Services (Colorado) first reported a position in GWRE in Q2 2025 and held it in 3 quarters. The position peaked at $240K in Q2 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Keystone Financial Services (Colorado) reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Keystone Financial Services (Colorado) sold 1,017 Guidewire Software shares in Q1 2026, an estimated $204K.
  • Keystone Financial Services (Colorado) first reported a position in Guidewire Software in Q2 2025 and held it in 3 quarters.
  • Keystone Financial Services (Colorado)'s Guidewire Software position peaked at $240K in Q2 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.