Key FInancial Inc

CIK 0001801720 · WEST CHESTER, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Key FInancial Inc reported 1,356 positions worth $610.6M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: AAPL (4.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$610.6M
2026 Q2
Positions
1,356
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
29.6%
Est. Net Flow (Q)
2026 Q2
10 / 1356 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$29.7M4.87%102,793
2DOLWISDOMTREE TRSH$22.8M3.73%306,315
3DNLWISDOMTREE TRSH$20.9M3.42%452,268
4EESWISDOMTREE TRSH$19.9M3.26%293,975
5SLYVSPDR SERIES TRUSTSH$19.7M3.23%180,724
6GOVTISHARES TRSH$19.6M3.21%861,313
7BUFRFIRST TR EXCHNG TRADED FD VISH$14.7M2.41%402,453
8EFGISHARES TRSH$12.5M2.04%100,190
9MSFTMICROSOFT CORPSH$10.8M1.77%28,910
10FICSFIRST TR EXCHANGE TRADED FDSH$10.4M1.70%248,600

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Key FInancial Inc hold as of Q2 2026?

Key FInancial Inc reported 1356 positions worth $610.6M in its Q2 2026 13F filing. Largest positions: AAPL (4.9%), DOL (3.7%), DNL (3.4%), EES (3.3%) and SLYV (3.2%).

What did Key FInancial Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Key FInancial Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.