Keystone Financial Group
CIK 1729299
13F filing for Q2 2026・No. 1,836
- Holdings
- US$1.69B
- Quarter change
- +US$225.37M
- Entries
- 567
- Net bought (estimate)
- +US$45.62M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 61
- Sold out 18
- Cut 171
- Added 263
- Corporate actions 0
- Unchanged 72
Largest holdings
567 stocks worth US$1.69B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 337,758 | US$97.73M | 5.80% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 107,838 | US$80.53M | 4.78% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 798,870 | US$70.2M | 4.16% |
| STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS | Added | 63,366 | US$61.15M | 3.63% |
| STATE STREETMF Closed and MF Open | Added | 442,924 | US$52.7M | 3.13% |
| VICTORY PORTFOLIOS IISHS FR CA FL ETF | Added | 1,112,874 | US$50.91M | 3.02% |
| AMDAMDCOM | Added | 80,206 | US$46.59M | 2.76% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 122,055 | US$45.17M | 2.68% |
| NVDANvidiaCOM | Cut | 200,505 | US$40.12M | 2.38% |
| TSLATeslaCOM | Added | 94,154 | US$39.6M | 2.35% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.