SWP Financial’s QuantumScape Corp QS Stock Holding History

SWP Financial’s Portfolio QS Stock Details QS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$47K	Buy	10,129 +129	+1%	+$733	0.02%	77
2026 Q2	$75.6K	Hold	10,000	–	–	0.04%	78
2026 Q1	$63.8K	Hold	10,000	–	–	0.03%	71
2025 Q4	$104K	Hold	10,000	–	–	0.05%	73
2025 Q3	$123K	Hold	10,000	–	–	0.06%	74
2025 Q2	$67.2K	Buy	+10,000	New	+$42.3K	0.04%	75

Other funds holding QS

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Guardian Investment Management Tiburon, California $157M AUM 27.93% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

SWP Financial's QS Position: Q3 2026 in Review

SWP Financial increased its QuantumScape Corp (QS) stake by 1.3% in Q3 2026, buying an estimated $733 and bringing the position to 10,129 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #77.

SWP Financial first reported a position in QS in Q2 2025 and has held it in 6 quarters since. The position peaked at $123K in Q3 2025. 226 funds tracked by Wall St. Rank hold QS as of Q3 2026.

SWP Financial held 10,129 shares of QuantumScape Corp worth $47K as of Q3 2026.
SWP Financial bought 129 QuantumScape Corp shares in Q3 2026, an estimated $733.
QuantumScape Corp made up 0.02% of SWP Financial's portfolio in Q3 2026, its #77 holding.
SWP Financial first reported a position in QuantumScape Corp in Q2 2025 and has held it in 6 quarters since.
SWP Financial's QuantumScape Corp position peaked at $123K in Q3 2025.
226 funds tracked by Wall St. Rank held QuantumScape Corp as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.