Key Financial Inc
Follow13F filer, CIK 1801720, WEST CHESTER, PA
Key Financial Inc reported $610,559,962 across 1,356 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-24. Its ten largest share positions make up 29.65% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001284
- Period
- 2026-06-30
- Reported value
- $611M
- Holdings
- 1,356
- Top 10 weight
- 29.65%
- New
- 76
- Sold out
- 114
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| DMBSnew | +76,610 | $3.76M |
| IWFadded | +30,284 | $3.76M |
| XOMadded | +25,331 | $3.46M |
| VUGadded | +27,541 | $2.37M |
| BSMQadded | +99,149 | $2.33M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CATreduced | -2,001 | -$2.13M |
| JPMreduced | -4,391 | -$1.44M |
| DOLreduced | -15,020 | -$1.12M |
| IDCCreduced | -3,507 | -$993K |
| BSMSreduced | -36,119 | -$847K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,356 share positions
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| VCITVANGUARD SCOTTSDALE FDS | 7,557 | $625K | shares |
| PNWPINNACLE WEST CAP CORP | 4,900 | $494K | shares |
| IEFISHARES TR | 4,194 | $400K | shares |
| HONHONEYWELL INTL INC | 1,282 | $290K | shares |
| TRITHOMSON REUTERS CORP | 2,753 | $248K | shares |
| TLTISHARES TR | 2,537 | $220K | shares |
| FDLOFIDELITY COVINGTON TRUST | 2,427 | $157K | shares |
| NADNUVEEN QUALITY MUNCP INCOME | 12,536 | $144K | shares |
| LVHDLEGG MASON ETF INVT | 2,600 | $111K | shares |
| VTCVANGUARD SCOTTSDALE FDS | 1,373 | $105K | shares |
| MQYBLACKROCK MUNIYILD QULT FD I | 7,132 | $78.3K | shares |
| HOLXHOLOGIC INC | 864 | $65.3K | shares |
| BILSPDR SERIES TRUST | 644 | $59K | shares |
| FLGVFRANKLIN TEMPLETON ETF TR | 2,620 | $53.5K | shares |
| DBEFDBX ETF TR | 1,068 | $52.8K | shares |
| DBAINVESCO DB MULTI-SECTOR COMM | 1,927 | $52.6K | shares |
| IGSBISHARES TR | 993 | $52.2K | shares |
| VRPINVESCO EXCH TRADED FD TR II | 2,111 | $50.6K | shares |
| DDDUPONT DE NEMOURS INC | 1,009 | $46.2K | shares |
| IGIBISHARES TR | 859 | $45.7K | shares |
| FTGCFIRST TR EXCHANGE TRAD FD VI | 1,591 | $45.7K | shares |
| BKAGBNY MELLON ETF TRUST | 1,000 | $42.2K | shares |
| SPTLSPDR SERIES TRUST | 1,540 | $40.5K | shares |
| PIMFRANKLIN MASTER INTER INCOME | 9,500 | $31.1K | shares |
| CIIBLACKROCK ENHANCED LARGE CAP | 1,435 | $30.2K | shares |
| ABRARBOR REALTY TRUST INC | 3,846 | $29.7K | shares |
| QQQXNUVEEN NASDAQ 100 DYNAMIC OV | 1,104 | $29.4K | shares |
| SMDVPROSHARES TR | 425 | $29.2K | shares |
| XNQPXNUVEEN PA INVT QUALITY MUN F | 2,439 | $29.1K | shares |
| PBPHTIDAL TR IV | 1,136 | $29K | shares |
| PBOGTIDAL TR IV | 775 | $27.5K | shares |
| FSKFS KKR CAP CORP | 2,620 | $26.7K | shares |
| GSLCGOLDMAN SACHS ETF TR | 200 | $25K | shares |
| USIGISHARES TR | 448 | $23K | shares |
| GSBDGOLDMAN SACHS BDC INC | 2,469 | $21.9K | shares |
| LULULULULEMON ATHLETICA INC | 143 | $21.9K | shares |
| PBEUTIDAL TR IV | 716 | $19.7K | shares |
| KXIISHARES TR | 257 | $17.2K | shares |
| MBBISHARES TR | 181 | $17.2K | shares |
| HYGISHARES TR | 204 | $16.2K | shares |
| SPIBSPDR SERIES TRUST | 349 | $11.7K | shares |
| EXIISHARES TR | 64 | $11.6K | shares |
| VTRVENTAS INC | 138 | $11.3K | shares |
| HEIHEICO CORP NEW | 40 | $11K | shares |
| STIPISHARES TR | 103 | $10.7K | shares |
| SHYGISHARES TR | 178 | $7.53K | shares |
| XSSPXNUVEEN S&P 500 DYNAMIC OVERW | 468 | $7.52K | shares |
| CTRECARETRUST REIT INC | 194 | $7.11K | shares |
| SBRASABRA HEALTH CARE REIT INC | 350 | $6.73K | shares |
| BCSBARCLAYS PLC | 311 | $6.58K | shares |
| FUTYFIDELITY COVINGTON TRUST | 104 | $6.14K | shares |
| PCYINVESCO EXCH TRADED FD TR II | 292 | $6.1K | shares |
| FSSLFS SPECIALTY LENDING FD | 484 | $6.05K | shares |
| CCLCARNIVAL CORP | 200 | $5.18K | shares |
| INGING GROEP N.V. | 198 | $5.16K | shares |
| GSGISHARES S&P GSCI COMMODITY- | 158 | $5.1K | shares |
| BKLNINVESCO EXCH TRADED FD TR II | 245 | $5K | shares |
| IYFISHARES TR | 40 | $4.71K | shares |
| UNMUNUM GROUP | 64 | $4.67K | shares |
| EPRTESSENTIAL PPTYS RLTY TR INC | 152 | $4.62K | shares |
| BBAGJ P MORGAN EXCHANGE TRADED F | 93 | $4.29K | shares |
| CTRACOTERRA ENERGY INC | 120 | $4.22K | shares |
| LFCRLIFECORE BIOMEDICAL INC | 1,120 | $4.17K | shares |
| WIPSPDR SERIES TRUST | 99 | $3.92K | shares |
| PFLPIMCO INCOME STRATEGY FD | 488 | $3.9K | shares |
| SNDASONIDA SENIOR LIVING INC | 121 | $3.9K | shares |
| PFNPIMCO INCOME STRATEGY FD II | 548 | $3.78K | shares |
| PCNPIMCO CORPORATE & INCM STRG | 312 | $3.71K | shares |
| GIBCGI INC | 50 | $3.64K | shares |
| DBMFIM GLOBAL PARTNER FUNDS | 116 | $3.5K | shares |
| PRGSPROGRESS SOFTWARE CORP | 123 | $3.15K | shares |
| IYRISHARES TR | 32 | $3.03K | shares |
| PKGPACKAGING CORP AMER | 14 | $2.97K | shares |
| ANGLVANECK ETF TRUST | 98 | $2.81K | shares |
| MSMMSC INDL DIRECT INC | 29 | $2.68K | shares |
| IAIISHARES TR | 16 | $2.63K | shares |
| NFJVIRTUS DIVIDEND INTEREST & P | 196 | $2.47K | shares |
| SCHRSCHWAB STRATEGIC TR | 98 | $2.44K | shares |
| LCIILCI INDS | 19 | $2.34K | shares |
| HPHELMERICH & PAYNE INC | 64 | $2.31K | shares |
| GAPGAP INC | 94 | $2.27K | shares |
| NFGNATIONAL FUEL GAS CO | 23 | $2.16K | shares |
| EWBCEAST WEST BANCORP INC | 18 | $1.92K | shares |
| BBYBEST BUY INC | 29 | $1.86K | shares |
| NTAPNETAPP INC | 17 | $1.74K | shares |
| PKSTPEAKSTONE REALTY TRUST | 80 | $1.67K | shares |
| VICIVICI PPTYS INC | 60 | $1.64K | shares |
| VGITVANGUARD SCOTTSDALE FDS | 26 | $1.55K | shares |
| FRELFIDELITY COVINGTON TRUST | 54 | $1.45K | shares |
| FOLDAMICUS THERAPEUTIC | 100 | $1.45K | shares |
| PICKISHARES INC | 25 | $1.42K | shares |
| PDTHANCOCK JOHN PREM DIVID FD | 108 | $1.42K | shares |
| XMCRXMFS CHARTER INCOME TR | 228 | $1.38K | shares |
| CLFCLEVELAND-CLIFFS INC NEW | 150 | $1.27K | shares |
| XPEVXPENG INC | 74 | $1.27K | shares |
| SRVRPACER FDS TR | 38 | $1.19K | shares |
| ICLRICON PUB LTD CO | 10 | $1.11K | shares |
| FTSDFRANKLIN ETF TR | 12 | $1.09K | shares |
| PSAPUBLIC STORAGE | 4 | $1.08K | shares |
| BXPBXP INC | 20 | $1.04K | shares |
| VVRINVESCO SR INCOME TR | 300 | $966 | shares |
| CHICALAMOS CONV OPPORTUNITIES & | 89 | $956 | shares |
| ESRTEMPIRE ST RLTY TR INC | 159 | $827 | shares |
| LAMRLAMAR ADVERTISING CO | 6 | $760 | shares |
| FLOTISHARES TR | 14 | $713 | shares |
| NSANATIONAL STORAGE AFFILIATES | 16 | $604 | shares |
| PHKPIMCO HIGH INCOME FD | 130 | $602 | shares |
| ASRTASSERTIO HOLDINGS INC | 29 | $553 | shares |
| DKNGDRAFTKINGS INC NEW | 21 | $454 | shares |
| VWOBVANGUARD WHITEHALL FDS | 6 | $394 | shares |
| FALNISHARES TR | 12 | $321 | shares |
| MINABERDEEN INTER INCOME FD | 75 | $188 | shares |
| ICFISHARES TR | 2 | $124 | shares |
| GABELLI EQUITY TR INCGABELLI EQUITY TR INC | 100 | $1 | shares |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001420506-26-001284 | base | 2026-07-24 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-001284 | Quarter ended 2026-06-30 | 2026-07-24 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-26-000728 | Quarter ended 2026-03-31 | 2026-04-24 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-26-000230 | Quarter ended 2025-12-31 | 2026-02-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-25-003018 | Quarter ended 2025-09-30 | 2025-11-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-25-001702 | Quarter ended 2025-06-30 | 2025-08-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-25-000850 | Quarter ended 2025-03-31 | 2025-05-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-25-000102 | Quarter ended 2024-12-31 | 2025-01-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-24-002182 | Quarter ended 2024-09-30 | 2024-10-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-24-001193 | Quarter ended 2024-06-30 | 2024-07-30 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001420506-24-000790 | Quarter ended 2024-03-31 | 2024-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-24-000672 | Quarter ended 2024-03-31 | 2024-05-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-24-000091 | Quarter ended 2023-12-31 | 2024-01-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-23-001890 | Quarter ended 2023-09-30 | 2023-11-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-23-001334 | Quarter ended 2023-06-30 | 2023-07-28 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-23-000828 | Quarter ended 2023-03-31 | 2023-05-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-23-000145 | Quarter ended 2022-12-31 | 2023-01-26 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-22-001920 | Quarter ended 2022-09-30 | 2022-10-28 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-22-001304 | Quarter ended 2022-06-30 | 2022-07-26 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-22-000669 | Quarter ended 2022-03-31 | 2022-04-27 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-22-000021 | Quarter ended 2021-12-31 | 2022-01-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001171520-21-000424 | Quarter ended 2021-09-30 | 2021-11-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-21-000925 | Quarter ended 2021-06-30 | 2021-08-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-21-000462 | Quarter ended 2021-03-31 | 2021-04-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-21-000067 | Quarter ended 2020-12-31 | 2021-01-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-20-001114 | Quarter ended 2020-09-30 | 2020-11-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-20-000826 | Quarter ended 2020-06-30 | 2020-08-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-20-000421 | Quarter ended 2020-03-31 | 2020-05-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-20-000144 | Quarter ended 2019-12-31 | 2020-02-11 | acceptance time not in the bulk data set |