IFP Advisors, Inc KW β€” KENNEDY-WILSON HLDGS INC COM

Ownership history in IFP Advisors, Inc  Β·  11 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported KENNEDY-WILSON HLDGS INC COM (KW) in 11 quarterly 13F filings from 2025 Q1 through 2026 Q2. 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 IFP Advisors, Inc's position in KENNEDY-WILSON HLDGS INC COM, 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
2026 Q2

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

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

How IFP Advisors, Inc held KW β€” position size vs. price
% of Fund (quarterly)    KW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 17 +4 +30.8% 0.00% $186 2026-07-20 $10.92
2026 Q1 UNCHANGED β€” β€” β€” 13 β€” 0% 0.00% $141 2026-04-13 $10.77
2025 Q4 ADDED β€” β€” β€” 13 +13 β€” 0.00% $126 2026-02-06 $9.71
2025 Q3 UNCHANGED β€” β€” β€” β€” β€” β€” 0.00% $14K 2025-12-02 $9.40
2025 Q2 UNCHANGED β€” β€” β€” β€” β€” β€” 0.00% $11K 2025-07-24 $7.23
2025 Q1 REDUCED β€” β€” β€” β€” -294 -100.0% 0.00% $452 2025-05-05 $6.12
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding KW

As of 2026 Q2 β€” sorted by position size

Louisiana State Employees Retirement System 3Y 7Y 0.01% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.01%

FAQ About IFP Advisors, Inc and KW

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

How long has IFP Advisors, Inc reported owning KW?

IFP Advisors, Inc reported KW across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported KW position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for KW was 0.00% in 2025 Q3.

What is the latest reported KW position on this page?

The most recent filing on this page is 2026 Q2, when IFP Advisors, Inc reported 17 shares, equal to 0.00% of portfolio, with an estimated market value of $186.

What does the chart on this KW ownership page compare?

The chart compares IFP Advisors, Inc'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.

How well did IFP Advisors, Inc time their KW position?

Based on 13F filing dates vs. subsequent KW price moves, IFP Advisors, Inc correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on KW relative to SPY over the holding period was +25.6%.

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