PWMG
KW

Prestige Wealth Management Group’s Kennedy-Wilson Holdings KW Stock Holding History

Prestige Wealth Management Group’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
2025
Q3 		– Sell
-197
Closed -$1.36K – 1020
2025
Q2 		$1.36K Sell
197
-179
-48% -$1.19K ﹤0.01% 809
2025
Q1 		$3.31K Sell
376
-655
-64% -$5.97K ﹤0.01% 645
2024
Q4 		$10.4K Hold
1,031
– – ﹤0.01% 457
2024
Q3 		$11.5K Hold
1,031
– – ﹤0.01% 427
2024
Q2 		$10.1K Buy
1,031
+574
+126% +$5.37K ﹤0.01% 404
2024
Q1 		$4.03K Buy
+457
New +$4.5K ﹤0.01% 618
2020
Q2 		– Sell
-41
Closed -$1K – 919
2020
Q1 		$1K Buy
+41
New +$817 ﹤0.01% 779
2019
Q1 		– Sell
-99
Closed -$2K – 843
2018
Q4 		$2K Buy
+99
New +$1.9K ﹤0.01% 834

Other funds holding KW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Prestige Wealth Management Group's KW Position: Q3 2025 in Review

Prestige Wealth Management Group sold out of Kennedy-Wilson Holdings (KW) in Q3 2025, closing a stake of 197 shares — an estimated $1.36K sold.

Prestige Wealth Management Group first reported a position in KW in Q4 2018 and held it in 8 quarters. The position peaked at $11.5K in Q3 2024. 213 funds tracked by Wall St. Rank hold KW as of Q3 2025.

  • Prestige Wealth Management Group reported no remaining Kennedy-Wilson Holdings position as of Q3 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 197 Kennedy-Wilson Holdings shares in Q3 2025, an estimated $1.36K.
  • Prestige Wealth Management Group first reported a position in Kennedy-Wilson Holdings in Q4 2018 and held it in 8 quarters.
  • Prestige Wealth Management Group's Kennedy-Wilson Holdings position peaked at $11.5K in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2025.

Based on Prestige Wealth Management Group's 13F filing for Q3 2025, filed 10 Nov 2025.