SFA
KW

Sequoia Financial Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Sequoia Financial Advisors’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
Q2 		– Sell
-15,770
Closed -$137K – 1618
2025
Q1 		$137K Sell
15,770
-5,678
-26% -$51.7K ﹤0.01% 1302
2024
Q4 		$214K Sell
21,448
-162
-0.7% -$1.77K ﹤0.01% 1188
2024
Q3 		$239K Buy
21,610
+320
+2% +$3.39K ﹤0.01% 1087
2024
Q2 		$207K Buy
+21,290
New +$199K ﹤0.01% 1093

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Sequoia Financial Advisors's KW Position: Q2 2025 in Review

Sequoia Financial Advisors sold out of Kennedy-Wilson Holdings (KW) in Q2 2025, closing a stake of 15,770 shares — an estimated $137K sold.

Sequoia Financial Advisors first reported a position in KW in Q2 2024 and held it in 4 quarters. The position peaked at $239K in Q3 2024. 224 funds tracked by Wall St. Rank hold KW as of Q2 2025.

  • Sequoia Financial Advisors reported no remaining Kennedy-Wilson Holdings position as of Q2 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 15,770 Kennedy-Wilson Holdings shares in Q2 2025, an estimated $137K.
  • Sequoia Financial Advisors first reported a position in Kennedy-Wilson Holdings in Q2 2024 and held it in 4 quarters.
  • Sequoia Financial Advisors's Kennedy-Wilson Holdings position peaked at $239K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2025.

Based on Sequoia Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.