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Key FInancial Inc
Updated 3 days agoManaged by Key Financial Inc • Latest filing Q3 2026
Portfolio value
$613.7M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $541.2M |
| Q4 2025 | $547.9M |
| Q1 2026 | $561.8M |
| Q2 2026 | $610.6M |
| Q3 2026 | $613.7M |
Top holdings
1,311 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $33.9M | 101.8K | 5.52% | — | |
| 2 | $22.1M | 297.6K | 3.60% | — | |
| 3 | $19.8M | 444.5K | 3.23% | — | |
| 4 | $19.6M | 898.0K | 3.20% | — | |
| 5 | $19.2M | 296.9K | 3.12% | — | |
| 6 | $17.9M | 175.6K | 2.92% | — | |
| 7 | $15M | 29.3K | 2.45% | — | |
| 8 | $14.8M | 394.1K | 2.41% | — | |
| 9 | $12.6M | 105.0K | 2.05% | — | |
| 10 | $11.5M | 70.7K | 1.88% | — | |
| 11 | $10M | 249.5K | 1.62% | — | |
| 12 | $9.2M | 150.7K | 1.50% | — | |
| 13 | $9.1M | 389.1K | 1.47% | — | |
| 14 | $9M | 93.0K | 1.47% | — | |
| 15 | $8.9M | 72.1K | 1.45% | — | |
| 16 | $8.4M | 100.7K | 1.38% | — | |
| 17 | $8.3M | 77.8K | 1.36% | — | |
| 18 | $7.9M | 34.4K | 1.28% | — | |
| 19 | $7M | 19.8K | 1.13% | — | |
| 20 | ? N/A INVESCO EXCH TRD SLF IDX FD | $6.8M | 290.3K | 1.11% | — |