Position in KWY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,287
-$18 QoQ
Shares Held
1,851
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 73 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KWY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $23,565,249 across 46 Asset Management names. KWY ranks #41 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,471 | $3,337,573 | |
| 2 | EQH |
Equitable Holdings, Inc.
|
51,810 | $2,273,422 | |
| 3 | CG |
Carlyle Group Inc.
|
47,805 | $2,013,068 | |
| 4 | AMG |
Affiliated Managers Group, Inc.
|
4,861 | $1,644,962 | |
| 5 | SEIC |
Sei Investments Co
|
16,822 | $1,475,457 | |
| 6 | TROW |
Price T Rowe Group Inc
|
11,938 | $1,357,230 | |
| 7 | AMP |
Ameriprise Financial Inc
|
2,871 | $1,317,098 | |
| 8 | CRBG |
Corebridge Financial, Inc.
|
44,550 | $1,275,466 |
All Filings in KWY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,287 | 1,851 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $19,305 | 1,851 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $24,895 | 1,851 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $27,061 | 1,851 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $25,062 | 1,851 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $6,961 | 879 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $7,357 | 879 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $7,278 | 879 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $7,242 | 879 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $7,330 | 879 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $7,383 | 879 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $6,636 | 879 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $7,163 | 879 | Shares | Other | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||