Keystone Financial Services
Keystone Financial Services reported 131 positions worth $388.4M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: IVV (17.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $68.8M | 17.72% | 91,907 | — | — | |
| ▸ 2 | IUSB | SH | $29.5M | 7.61% | 640,210 | — | — | |
| ▸ 3 | IVW | SH | $26.9M | 6.93% | 195,692 | — | — | |
| ▸ 4 | DYNF | SH | $25.9M | 6.68% | 381,483 | — | — | |
| ▸ 5 | IVE | SH | $22.8M | 5.88% | 100,629 | — | — | |
| ▸ 6 | IEMG | SH | $15.6M | 4.02% | 188,291 | — | — | |
| ▸ 7 | EFG | SH | $13.5M | 3.49% | 108,877 | — | — | |
| ▸ 8 | BAI | SH | $13.1M | 3.37% | 248,027 | — | — | |
| ▸ 9 | MTUM | SH | $11.0M | 2.84% | 32,221 | — | — | |
| ▸ 10 | BLCR | SH | $10.2M | 2.62% | 202,072 | — | — |
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Frequently Asked Questions
What stocks does Keystone Financial Services hold as of Q2 2026?
Keystone Financial Services reported 131 positions worth $388.4M in its Q2 2026 13F filing. Largest positions: IVV (17.7%), IUSB (7.6%), IVW (6.9%), DYNF (6.7%) and IVE (5.9%).
What did Keystone Financial Services buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Keystone Financial Services 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.