Raymond James Financial
KW

Raymond James Financial’s Kennedy-Wilson Holdings KW Stock Holding History

Raymond James 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 		– Sell
-322,187
Closed -$3.12M – 5374
2025
Q4 		$3.12M Sell
322,187
-96,595
-23% -$866K ﹤0.01% 2898
2025
Q3 		$3.48M Buy
418,782
+29,693
+8% +$238K ﹤0.01% 2739
2025
Q2 		$2.65M Buy
389,089
+100,801
+35% +$672K ﹤0.01% 2852
2025
Q1 		$2.5M Buy
288,288
+7,886
+3% +$71.9K ﹤0.01% 2838
2024
Q4 		$2.8M Buy
+280,402
New +$3.06M ﹤0.01% 2719

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

Raymond James Financial's KW Position: Q1 2026 in Review

Raymond James Financial sold out of Kennedy-Wilson Holdings (KW) in Q1 2026, closing a stake of 322,187 shares — an estimated $3.12M sold.

Raymond James Financial first reported a position in KW in Q4 2024 and held it in 5 quarters. The position peaked at $3.48M in Q3 2025. 237 funds tracked by Wall St. Rank hold KW as of Q1 2026.

  • Raymond James Financial reported no remaining Kennedy-Wilson Holdings position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 322,187 Kennedy-Wilson Holdings shares in Q1 2026, an estimated $3.12M.
  • Raymond James Financial first reported a position in Kennedy-Wilson Holdings in Q4 2024 and held it in 5 quarters.
  • Raymond James Financial's Kennedy-Wilson Holdings position peaked at $3.48M in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.