Key Financial Inc
CIK 1801720
13F filing for Q2 2026・No. 3,473
- Holdings
- US$610.56M
- Quarter change
- +US$48.77M
- Entries
- 1,400
- Net bought (estimate)
- −US$3.33M
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 76
- Sold out 114
- Cut 246
- Added 157
- Corporate actions 4
- Unchanged 877
Largest holdings
1,356 stocks worth US$610.56M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 102,793 | US$29.74M | 4.87% |
| WISDOMTREE TRTRUE DEV INTL FD | Cut | 306,315 | US$22.78M | 3.73% |
| WISDOMTREE TRGLOB EX US QU FD | Cut | 452,268 | US$20.89M | 3.42% |
| WISDOMTREE TRUS SMALLCAP FUND | Added | 293,975 | US$19.93M | 3.26% |
| SPDR SERIES TRUSTST STR SP600SM C | Cut | 180,724 | US$19.72M | 3.23% |
| ISHARES TRUS TREAS BD ETF | Added | 861,313 | US$19.62M | 3.21% |
| FIRST TR EXCHNG TRADED FD VIFT LADD BUFF ETF | Cut | 402,453 | US$14.7M | 2.41% |
| ISHARES TREAFE GRWTH ETF | Added | 100,190 | US$12.47M | 2.04% |
| MSFTMicrosoftCOM | Added | 28,910 | US$10.78M | 1.77% |
| FIRST TR EXCHANGE TRADED FDINTL DEV STRNGTH | Cut | 248,600 | US$10.39M | 1.70% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.