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Key Financial Inc’s Agilysys AGYS Stock Holding History

Key Financial Inc’s Portfolio AGYS Stock Details AGYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.27K Hold
60
– – ﹤0.01% 973
2026
Q1 		$4.27K Hold
60
– – ﹤0.01% 1063
2025
Q4 		$7.13K Hold
60
– – ﹤0.01% 964
2025
Q3 		$6.08K Hold
60
– – ﹤0.01% 998
2025
Q2 		$6.88K Hold
60
– – ﹤0.01% 960
2025
Q1 		$4.35K Hold
60
– – ﹤0.01% 1021
2024
Q4 		$7.9K Hold
60
– – ﹤0.01% 872
2024
Q3 		$6.54K Hold
60
– – ﹤0.01% 902
2024
Q2 		$6.25K Hold
60
– – ﹤0.01% 897
2024
Q1 		$5.06K Hold
60
– – ﹤0.01% 937
2023
Q4 		$5.09K Hold
60
– – ﹤0.01% 926
2023
Q3 		$3.97K Hold
60
– – ﹤0.01% 989
2023
Q2 		$4.12K Buy
+60
New +$4.52K ﹤0.01% 1001

Other funds holding AGYS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Key Financial Inc's AGYS Position: Q2 2026 in Review

Key Financial Inc held its Agilysys (AGYS) position steady in Q2 2026 at 60 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Key Financial Inc first reported a position in AGYS in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.9K in Q4 2024. 290 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • Key Financial Inc held 60 shares of Agilysys worth $6.27K as of Q2 2026.
  • Key Financial Inc left its Agilysys share count unchanged in Q2 2026.
  • Agilysys made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #973 holding.
  • Key Financial Inc first reported a position in Agilysys in Q2 2023 and has held it in 13 quarters since.
  • Key Financial Inc's Agilysys position peaked at $7.9K in Q4 2024.
  • 290 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.