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Keystone Financial Group

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13F filer, CIK 1729299, LEXINGTON, KY

Keystone Financial Group reported $1,461,120,082 across 524 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 33.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001729299-26-000003

Period
2026-03-31
Reported value
$1.46B
Holdings
524
Top 10 weight
33.83%
New
81
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYMadded+190,232$14.6M
HEFAadded+143,534$6.1M
WMFFXnew+81,256$5.47M
GFFFXnew+60,732$4.99M
AMEFXnew+145,462$4M

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

SecurityShares changeApprox. value
XLGreduced-274,438-$15M
IAUreduced-49,035-$4.32M
SPYreduced-1,695-$1.15M
XLIreduced-5,769-$933K
WBDreduced-31,047-$844K

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.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001729299-26-000003, largest first. % of portfolio is the value over $1,461,120,082, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
OHIO ST TPK COMM 5.75 35OHIO ST TPK COMM 5.75 35Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,000 shares 100,000$112K0.01%new
SWVXXSCHWA PRIME ADV MONEY FD-INVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,729 shares 107,729$108K0.01%newTimeline
GRAND PARKWAY TR 5.85 48GRAND PARKWAY TR 5.85 48Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,000 shares 100,000$104K0.01%new
BBAIBIGBEAR AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,000 shares; 2025Q2: 21,150 shares; 2025Q3: 21,557 shares; 2025Q4: 23,857 shares; 2026Q1: 29,567 shares 29,567$104K0.01%+5,710Timeline
FRISCO TEX INDPT SC 3 39FRISCO TEX INDPT SC 3 39Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,000 shares 100,000$90.3K0.01%new
AIRGAIRGAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,761 shares; 2024Q4: 19,761 shares; 2025Q1: 19,761 shares; 2025Q2: 19,761 shares; 2025Q3: not reported; 2025Q4: 16,761 shares; 2026Q1: 15,261 shares 15,261$83.9K0.01%-1,500Timeline
NWLNEWELL BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,272 shares; 2024Q4: 23,990 shares; 2025Q1: 24,674 shares; 2025Q2: 24,908 shares; 2025Q3: not reported; 2025Q4: 24,077 shares; 2026Q1: 24,189 shares 24,189$83K0.01%+112Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,200 shares; 2025Q1: 135,895 shares; 2025Q2: 147,335 shares; 2025Q3: 144,640 shares; 2025Q4: 22,160 shares; 2026Q1: 21,630 shares 21,630$79.2K0.01%-530Timeline
IBRXIMMUNITYBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$76.7K0.01%0Timeline
LRMRLARIMAR THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,000 shares; 2025Q3: not reported; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000$58.5K<0.01%0Timeline
PURRHYPERLIQUID STRATEGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000$56K<0.01%newTimeline
CIM REAL ESTATE FINANCE TRU…CIM REAL ESTATE FINANCE TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,731 shares 10,731$55.2K<0.01%new
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,000 shares; 2026Q1: 16,000 shares 16,000$49.1K<0.01%+2,000Timeline
NEW YORK N Y CITY M 3 40NEW YORK N Y CITY M 3 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,000 shares 50,000$44.2K<0.01%new
EDITEDITAS MEDICINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: not reported; 2025Q4: 14,050 shares; 2026Q1: 14,050 shares 14,050$34.7K<0.01%0Timeline
CALIFORNIA ST 7.5 34CALIFORNIA ST 7.5 34Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares 30,000$34.4K<0.01%new
NAKNORTHERN DYNASTY MINERALS LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000$25.2K<0.01%0Timeline
BLACKSTONE MORTGAGE TRUST INBLACKSTONE MORTGAGE TRUST INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000$24.8K<0.01%new
SOUTHWESTERN ILL DE 0 26SOUTHWESTERN ILL DE 0 26Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000$24.6K<0.01%new
AIMDAINOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,550 shares 14,550$20.2K<0.01%newTimeline
SOUTHWESTERN ILL DE 0 26SOUTHWESTERN ILL DE 0 26Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000$14.7K<0.01%new
DGNXDIGINEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 20,000 shares 20,000$9.6K<0.01%+10,000Timeline
CYPHCYPHERPUNK TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,712 shares; 2026Q1: 11,712 shares 11,712$9.31K<0.01%0Timeline
GNMA PL 003201M 6.5 32GNMA PL 003201M 6.5 32Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,000 shares 50,000$85<0.01%new

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HYGWISHARES TR11,648$348Kshares
FIXDFIRST TR EXCHNG TRADED FD VI7,793$345Kshares
VICTORYSHARES INTERNATIONALVICTORYSHARES INTERNATIONAL6,062$327Kshares
KKRKKR & CO INC2,174$277Kshares
AXONAXON ENTERPRISE INC456$259Kshares
TGTTARGET CORP2,512$246Kshares
CRMSALESFORCE INC890$236Kshares
CHDNCHURCHILL DOWNS INC1,951$222Kshares
XMESPDR SERIES TRUST2,003$208Kshares
SMCISUPER MICRO COMPUTER INC6,915$202Kshares
UPXIUPEXI INC27,325$45.9Kshares

How Q1 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001729299-26-000003 base2026-05-13acceptance time not in the bulk data set