Steward Partners Investment Advisory, LLC KW — KENNEDY-WILSON HLDGS INCORPORATED

Ownership history in Steward Partners Investment Advisory, LLC  ·  31 quarters on record

AI Ownership Summary

Steward Partners Investment Advisory, LLC reported KENNEDY-WILSON HLDGS INCORPORATED (KW) in 31 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows KW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Steward Partners Investment Advisory, LLC's position in KENNEDY-WILSON HLDGS INCORPORATED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

KW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KW stock page Steward Partners Investment Advisory, LLC fund profile Steward Partners Investment Advisory, LLC full holdings
How Steward Partners Investment Advisory, LLC held KW — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 1,240 +20 +1.6% 0.00% $10K 2025-11-12 —
2025 Q2 ADDED — — — 1,220 +18 +1.5% 0.00% $8K 2025-08-12 —
2025 Q1 ADDED — — — 1,202 +14 +1.2% 0.00% $10K 2025-05-13 —
2024 Q4 ADDED — — — 1,188 +13 +1.1% 0.00% $12K 2025-02-06 —
2024 Q3 ADDED — — — 1,175 +14 +1.2% 0.00% $13K 2024-11-14 —
2024 Q2 ADDED — — — 1,161 +32 +2.8% 0.00% $11K 2024-08-08 —
2024 Q1 ADDED — — — 1,129 +22 +2.0% 0.00% $10K 2024-05-15 —
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KW

As of 2026 Q2 — sorted by position size

Louisiana State Employees Retirement System 3Y 7Y 0.01% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.01% Jump Financial, LLC 3Y 0.01% DekaBank Deutsche Girozentrale 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About Steward Partners Investment Advisory, LLC and KW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Steward Partners Investment Advisory, LLC reported owning KW?

Steward Partners Investment Advisory, LLC reported KW across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported KW position in Steward Partners Investment Advisory, LLC's portfolio?

The largest reported portfolio weight for KW was 0.00% in 2024 Q3.

What is the latest reported KW position on this page?

The most recent filing on this page is 2025 Q3, when Steward Partners Investment Advisory, LLC reported 1,240 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this KW ownership page compare?

The chart compares Steward Partners Investment Advisory, LLC's quarterly KW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Steward Partners Investment Advisory, LLC Holdings