Key Financial Inc’s AdvanSix ASIX Stock Holding History

Key Financial Inc’s Portfolio ASIX Stock Details ASIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.93K	Hold	97	–	–	﹤0.01%	1156
2026 Q1	$2.37K	Hold	97	–	–	﹤0.01%	1153
2025 Q4	$1.68K	Hold	97	–	–	﹤0.01%	1194
2025 Q3	$1.84K	Hold	97	–	–	﹤0.01%	1203
2025 Q2	$2.3K	Hold	97	–	–	﹤0.01%	1170
2025 Q1	$2.2K	Hold	97	–	–	﹤0.01%	1137
2024 Q4	$2.76K	Hold	97	–	–	﹤0.01%	1108
2024 Q3	$2.95K	Hold	97	–	–	﹤0.01%	1062
2024 Q2	$2.22K	Buy	97 +1	+1%	+$25	﹤0.01%	1094
2024 Q1	$2.75K	Hold	96	–	–	﹤0.01%	1059
2023 Q4	$2.88K	Hold	96	–	–	﹤0.01%	1052
2023 Q3	$2.98K	Hold	96	–	–	﹤0.01%	1058
2023 Q2	$3.36K	Hold	96	–	–	﹤0.01%	1081
2023 Q1	$3.67K	Hold	96	–	–	﹤0.01%	866
2022 Q4	$3.08K	Hold	96	–	–	﹤0.01%	879
2022 Q3	$3K	Buy	96 +42	+78%	+$1.51K	﹤0.01%	867
2022 Q2	$2K	Hold	54	–	–	﹤0.01%	919
2022 Q1	$3K	Hold	54	–	–	﹤0.01%	851
2021 Q4	$3K	Hold	54	–	–	﹤0.01%	768
2021 Q3	$2K	Hold	54	–	–	﹤0.01%	787
2021 Q2	$2K	Hold	54	–	–	﹤0.01%	756
2021 Q1	$1K	Hold	54	–	–	﹤0.01%	707
2020 Q4	$1K	Buy	+54	New	+$925	﹤0.01%	660
2020 Q2	–	Sell	-54	Closed	–	–	129
2020 Q1	$0	Buy	+54	New	+$838	﹤0.01%	680

Other funds holding ASIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Key Financial Inc held its AdvanSix (ASIX) position steady in Q2 2026 at 97 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Key Financial Inc first reported a position in ASIX in Q1 2020 and has held it in 24 quarters since. The position peaked at $3.67K in Q1 2023. 256 funds tracked by Wall St. Rank hold ASIX as of Q2 2026.

Key Financial Inc held 97 shares of AdvanSix worth $1.93K as of Q2 2026.
Key Financial Inc left its AdvanSix share count unchanged in Q2 2026.
AdvanSix made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1156 holding.
Key Financial Inc first reported a position in AdvanSix in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's AdvanSix position peaked at $3.67K in Q1 2023.
256 funds tracked by Wall St. Rank held AdvanSix as of Q2 2026.

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