Key Financial Inc
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Key Financial Inc’s Applied Industrial Technologies AIT Stock Holding History

Key Financial Inc’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$38.2K Hold
115
– – 0.01% 584
2026
Q2 		$38.9K Hold
115
– – 0.01% 589
2026
Q1 		$30.5K Hold
115
– – 0.01% 633
2025
Q4 		$29.5K Hold
115
– – 0.01% 640
2025
Q3 		$29.7K Hold
115
– – 0.01% 623
2025
Q2 		$26.7K Hold
115
– – 0.01% 626
2025
Q1 		$25.9K Hold
115
– – 0.01% 599
2024
Q4 		$27.5K Hold
115
– – 0.01% 577
2024
Q3 		$25.7K Hold
115
– – 0.01% 596
2024
Q2 		$22.3K Hold
115
– – 0.01% 613
2024
Q1 		$22.7K Hold
115
– – 0.01% 581
2023
Q4 		$19.9K Hold
115
– – 0.01% 590
2023
Q3 		$17.8K Hold
115
– – 0.01% 589
2023
Q2 		$16.7K Hold
115
– – 0.01% 610
2023
Q1 		$16.3K Hold
115
– – 0.01% 582
2022
Q4 		$11.8K Hold
115
– – 0.01% 593
2022
Q3 		$12K Hold
115
– – 0.01% 585
2022
Q2 		$11K Hold
115
– – 0.01% 600
2022
Q1 		$12K Buy
+115
New +$11.5K 0.01% 580

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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Key Financial Inc's AIT Position: Q3 2026 in Review

Key Financial Inc held its Applied Industrial Technologies (AIT) position steady in Q3 2026 at 115 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #584.

Key Financial Inc first reported a position in AIT in Q1 2022 and has held it in 19 quarters since. The position peaked at $38.9K in Q2 2026. 420 funds tracked by Wall St. Rank hold AIT as of Q3 2026.

  • Key Financial Inc held 115 shares of Applied Industrial Technologies worth $38.2K as of Q3 2026.
  • Key Financial Inc left its Applied Industrial Technologies share count unchanged in Q3 2026.
  • Applied Industrial Technologies made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #584 holding.
  • Key Financial Inc first reported a position in Applied Industrial Technologies in Q1 2022 and has held it in 19 quarters since.
  • Key Financial Inc's Applied Industrial Technologies position peaked at $38.9K in Q2 2026.
  • 420 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.