LWM
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Lifetime Wealth Management’s Kaspi.kz JSC KSPI Stock Holding History

Lifetime Wealth Management’s Portfolio KSPI Stock Details KSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2M Buy
117,826
+497
+0.4% +$42.2K 5.96% 2
2026
Q1 		$8.69M Buy
117,329
+7,329
+7% +$553K 4.94% 4
2025
Q4 		$8.59M Buy
+110,000
New +$8.31M 5.4% 2

Other funds holding KSPI

BFMH
Baring Fintech Manager Holding Castel, Guernsey $1.45B AUM 2.06% 1-Year Est. Return
BDP
Brehaut David Pascal $1.06B AUM
BFFIM
Baring Fintech Fund III Managers St Peter Port, Guernsey $616M AUM 2.06% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
SE
Spice Expeditions Westport, Connecticut $224M AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Lifetime Wealth Management's KSPI Position: Q2 2026 in Review

Lifetime Wealth Management increased its Kaspi.kz JSC (KSPI) stake by 0.42% in Q2 2026, buying an estimated $42.2K and bringing the position to 117,826 shares worth $10.2M. The position accounts for 5.96% of the portfolio, ranked #2.

Lifetime Wealth Management first reported a position in KSPI in Q4 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold KSPI as of Q2 2026.

  • Lifetime Wealth Management held 117,826 shares of Kaspi.kz JSC worth $10.2M as of Q2 2026.
  • Lifetime Wealth Management bought 497 Kaspi.kz JSC shares in Q2 2026, an estimated $42.2K.
  • Kaspi.kz JSC made up 5.96% of Lifetime Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Lifetime Wealth Management first reported a position in Kaspi.kz JSC in Q4 2025 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held Kaspi.kz JSC as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.