Key Capital Management
ARDC icon

Key Capital Management’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Key Capital Management’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$107K Buy
9,294
+8,334
+868% +$103K 0.04% 179
2026
Q2 		$12.1K Buy
+960
New +$12.1K 0.01% 315

Other funds holding ARDC

Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Huntleigh Advisors
Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Key Capital Management's ARDC Position: Q3 2026 in Review

Key Capital Management increased its Are Dynamic Credit Allocation Fund (ARDC) stake by 868% in Q3 2026, buying an estimated $103K and bringing the position to 9,294 shares worth $107K. The position accounts for 0.04% of the portfolio, ranked #179.

Key Capital Management first reported a position in ARDC in Q2 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold ARDC as of Q3 2026.

  • Key Capital Management held 9,294 shares of Are Dynamic Credit Allocation Fund worth $107K as of Q3 2026.
  • Key Capital Management bought 8,334 Are Dynamic Credit Allocation Fund shares in Q3 2026, an estimated $103K.
  • Are Dynamic Credit Allocation Fund made up 0.04% of Key Capital Management's portfolio in Q3 2026, its #179 holding.
  • Key Capital Management first reported a position in Are Dynamic Credit Allocation Fund in Q2 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.