SFA
KWY

Sequoia Financial Advisors’s Kingsway Corp KWY Stock Holding History

Sequoia Financial Advisors’s Portfolio KWY Stock Details KWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-23,620
Closed -$187K – 1617
2025
Q1 		$187K Buy
23,620
+34
+0.1% +$268 ﹤0.01% 1278
2024
Q4 		$197K Sell
23,586
-9,914
-30% -$86.8K ﹤0.01% 1233
2024
Q3 		$277K Hold
33,500
– – ﹤0.01% 1008
2024
Q2 		$276K Hold
33,500
– – ﹤0.01% 926
2024
Q1 		$279K Hold
33,500
– – ﹤0.01% 890
2023
Q4 		$281K Hold
33,500
– – ﹤0.01% 956
2023
Q3 		$253K Hold
33,500
– – ﹤0.01% 759
2023
Q2 		$273K Buy
+33,500
New +$286K ﹤0.01% 735

Other funds holding KWY

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Sequoia Financial Advisors sold out of Kingsway Corp (KWY) in Q2 2025, closing a stake of 23,620 shares — an estimated $187K sold.

Sequoia Financial Advisors first reported a position in KWY in Q2 2023 and held it in 8 quarters. The position peaked at $281K in Q4 2023. 65 funds tracked by Wall St. Rank hold KWY as of Q2 2025.

  • Sequoia Financial Advisors reported no remaining Kingsway Corp position as of Q2 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 23,620 Kingsway Corp shares in Q2 2025, an estimated $187K.
  • Sequoia Financial Advisors first reported a position in Kingsway Corp in Q2 2023 and held it in 8 quarters.
  • Sequoia Financial Advisors's Kingsway Corp position peaked at $281K in Q4 2023.
  • 65 funds tracked by Wall St. Rank held Kingsway Corp as of Q2 2025.

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