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Venturi Wealth Management’s KE Holdings BEKE Stock Holding History

Venturi Wealth Management’s Portfolio BEKE Stock Details BEKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$166K Buy
+11,407
New +$188K 0.01% 618
2025
Q1 		– Sell
-4,117
Closed -$75.8K – 702
2024
Q4 		$75.8K Buy
4,117
+17
+0.4% +$350 ﹤0.01% 880
2024
Q3 		$81.6K Buy
4,100
+4,021
+5,090% +$59.3K ﹤0.01% 624
2024
Q2 		$1.12K Buy
+79
New +$1.24K ﹤0.01% 1465

Other funds holding BEKE

CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
CI
Cigna Investments Bloomfield, Connecticut $773M AUM 44.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Venturi Wealth Management's BEKE Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in KE Holdings (BEKE) in Q2 2026: 11,407 shares worth $166K. The stake represents 0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in BEKE as recently as Q4 2024.

Venturi Wealth Management first reported a position in BEKE in Q2 2024 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold BEKE as of Q2 2026.

  • Venturi Wealth Management held 11,407 shares of KE Holdings worth $166K as of Q2 2026.
  • KE Holdings was a new Venturi Wealth Management position in Q2 2026.
  • KE Holdings made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #618 holding.
  • Venturi Wealth Management first reported a position in KE Holdings in Q2 2024 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held KE Holdings as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.