LPL Financial
KW

LPL Financial’s Kennedy-Wilson Holdings KW Stock Holding History

LPL Financial’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 		$2.61M Buy
241,340
+115,904
+92% +$1.2M ﹤0.01% 3246
2025
Q4 		$1.21M Buy
125,436
+26,928
+27% +$241K ﹤0.01% 3874
2025
Q3 		$820K Sell
98,508
-5,647
-5% -$45.3K ﹤0.01% 4190
2025
Q2 		$708K Buy
104,155
+91,316
+711% +$609K ﹤0.01% 4071
2025
Q1 		$111K Sell
12,839
-50,452
-80% -$460K ﹤0.01% 5013
2024
Q4 		$632K Sell
63,291
-6,964
-10% -$76K ﹤0.01% 3884
2024
Q3 		$776K Sell
70,255
-3,462
-5% -$36.7K ﹤0.01% 3626
2024
Q2 		$717K Sell
73,717
-13,661
-16% -$128K ﹤0.01% 3555
2024
Q1 		$750K Buy
87,378
+1,535
+2% +$15.1K ﹤0.01% 3440
2023
Q4 		$1.06M Sell
85,843
-111
-0.1% -$1.39K ﹤0.01% 2991
2023
Q3 		$1.27M Sell
85,954
-3,000
-3% -$48.5K ﹤0.01% 2697
2023
Q2 		$1.45M Buy
88,954
+5,136
+6% +$82.1K ﹤0.01% 2533
2023
Q1 		$1.39M Sell
83,818
-70
-0.1% -$1.19K ﹤0.01% 2483
2022
Q4 		$1.32M Buy
83,888
+8,514
+11% +$137K ﹤0.01% 2423
2022
Q3 		$1.17M Buy
75,374
+14,496
+24% +$271K ﹤0.01% 2417
2022
Q2 		$1.15M Buy
60,878
+6,921
+13% +$149K ﹤0.01% 2466
2022
Q1 		$1.32M Sell
53,957
-7,036
-12% -$162K ﹤0.01% 2379
2021
Q4 		$1.46M Buy
60,993
+4,012
+7% +$91.4K ﹤0.01% 2338
2021
Q3 		$1.19M Buy
56,981
+2,347
+4% +$48.9K ﹤0.01% 2476
2021
Q2 		$1.09M Buy
54,634
+1,441
+3% +$29.1K ﹤0.01% 2493
2021
Q1 		$1.07M Buy
53,193
+1,343
+3% +$25.2K ﹤0.01% 2339
2020
Q4 		$928K Sell
51,850
-9,691
-16% -$152K ﹤0.01% 2248
2020
Q3 		$894K Buy
61,541
+6,941
+13% +$103K ﹤0.01% 2029
2020
Q2 		$831K Sell
54,600
-1,503
-3% -$21.6K ﹤0.01% 1977
2020
Q1 		$753K Sell
56,103
-12,230
-18% -$244K ﹤0.01% 1816
2019
Q4 		$1.52M Buy
68,333
+4,645
+7% +$104K ﹤0.01% 1548
2019
Q3 		$1.4M Buy
63,688
+338
+0.5% +$7.2K ﹤0.01% 1503
2019
Q2 		$1.3M Sell
63,350
-3,329
-5% -$70.8K ﹤0.01% 1539
2019
Q1 		$1.43M Sell
66,679
-3,346
-5% -$67.9K ﹤0.01% 1410
2018
Q4 		$1.27M Sell
70,025
-150
-0.2% -$2.88K ﹤0.01% 1355
2018
Q3 		$1.51M Sell
70,175
-831
-1% -$17.8K ﹤0.01% 1365
2018
Q2 		$1.5M Hold
71,006
– – ﹤0.01% 1340
2018
Q1 		$1.24M Buy
71,006
+4,799
+7% +$82.3K ﹤0.01% 1449
2017
Q4 		$1.15M Buy
66,207
+14,075
+27% +$265K ﹤0.01% 1430
2017
Q3 		$967K Buy
52,132
+8,099
+18% +$156K ﹤0.01% 1456
2017
Q2 		$839K Buy
44,033
+6,732
+18% +$136K ﹤0.01% 1488
2017
Q1 		$819K Buy
37,301
+7,375
+25% +$155K 0.01% 1402
2016
Q4 		$610K Buy
29,926
+118
+0.4% +$2.52K ﹤0.01% 1566
2016
Q3 		$670K Buy
29,808
+4,900
+20% +$104K 0.01% 1488
2016
Q2 		$458K Buy
+24,908
New +$516K ﹤0.01% 1754

Other funds holding KW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $16.7B AUM 23.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's KW Position: Q1 2026 in Review

LPL Financial increased its Kennedy-Wilson Holdings (KW) stake by 92% in Q1 2026, buying an estimated $1.2M and bringing the position to 241,340 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #3246.

LPL Financial first reported a position in KW in Q2 2016 and has held it in 40 quarters since. 237 funds tracked by Wall St. Rank hold KW as of Q1 2026.

  • LPL Financial held 241,340 shares of Kennedy-Wilson Holdings worth $2.61M as of Q1 2026.
  • LPL Financial bought 115,904 Kennedy-Wilson Holdings shares in Q1 2026, an estimated $1.2M.
  • Kennedy-Wilson Holdings made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3246 holding.
  • LPL Financial first reported a position in Kennedy-Wilson Holdings in Q2 2016 and has held it in 40 quarters since.
  • 237 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.