TFA
KW

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

Transamerica 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
2026
Q1 		– Sell
-17
Closed -$166 – 2026
2025
Q4 		$166 Sell
17
-21
-55% -$188 ﹤0.01% 1568
2025
Q3 		$321 Buy
+38
New +$305 ﹤0.01% 1382

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

Transamerica Financial Advisors's KW Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of Kennedy-Wilson Holdings (KW) in Q1 2026, closing a stake of 17 shares — an estimated $166 sold.

Transamerica Financial Advisors first reported a position in KW in Q3 2025 and held it in 2 quarters. The position peaked at $321 in Q3 2025. 237 funds tracked by Wall St. Rank hold KW as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining Kennedy-Wilson Holdings position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 17 Kennedy-Wilson Holdings shares in Q1 2026, an estimated $166.
  • Transamerica Financial Advisors first reported a position in Kennedy-Wilson Holdings in Q3 2025 and held it in 2 quarters.
  • Transamerica Financial Advisors's Kennedy-Wilson Holdings position peaked at $321 in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.