SBK Financial’s Quaker Houghton KWR Stock Holding History

SBK Financial’s Portfolio KWR Stock Details KWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-12	Closed	-$1.49K	–	332
2026 Q1	$1.49K	Buy	+12	New	+$1.77K	﹤0.01%	354

Other funds holding KWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

SBK Financial's KWR Position: Q2 2026 in Review

SBK Financial sold out of Quaker Houghton (KWR) in Q2 2026, closing a stake of 12 shares — an estimated $1.49K sold.

SBK Financial first reported a position in KWR in Q1 2026 and held it in 1 quarter. The position peaked at $1.49K in Q1 2026. 316 funds tracked by Wall St. Rank hold KWR as of Q2 2026.

SBK Financial reported no remaining Quaker Houghton position as of Q2 2026 after selling out during the quarter.
SBK Financial sold 12 Quaker Houghton shares in Q2 2026, an estimated $1.49K.
SBK Financial first reported a position in Quaker Houghton in Q1 2026 and held it in 1 quarter.
SBK Financial's Quaker Houghton position peaked at $1.49K in Q1 2026.
316 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2026.

Based on SBK Financial's 13F filing for Q2 2026, filed 2 Nov 2026.