Key Financial Inc
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Key Financial Inc’s ASE Group ASX Stock Holding History

Key Financial Inc’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$61.6K Hold
1,386
– – 0.01% 502
2026
Q2 		$62.5K Hold
1,386
– – 0.01% 501
2026
Q1 		$30K Hold
1,386
– – 0.01% 639
2025
Q4 		$22.3K Hold
1,386
– – ﹤0.01% 697
2025
Q3 		$15.4K Hold
1,386
– – ﹤0.01% 772
2025
Q2 		$14.3K Hold
1,386
– – ﹤0.01% 764
2025
Q1 		$12.1K Hold
1,386
– – ﹤0.01% 775
2024
Q4 		$14K Hold
1,386
– – ﹤0.01% 742
2024
Q3 		$13.5K Hold
1,386
– – ﹤0.01% 723
2024
Q2 		$15.8K Hold
1,386
– – ﹤0.01% 678
2024
Q1 		$15.2K Hold
1,386
– – ﹤0.01% 659
2023
Q4 		$13K Hold
1,386
– – ﹤0.01% 673
2023
Q3 		$10.4K Hold
1,386
– – ﹤0.01% 701
2023
Q2 		$10.8K Buy
+1,386
New +$10.7K ﹤0.01% 700

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

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

Key Financial Inc held its ASE Group (ASX) position steady in Q3 2026 at 1,386 shares worth $61.6K. The position accounts for 0.01% of the portfolio, ranked #502.

Key Financial Inc first reported a position in ASX in Q2 2023 and has held it in 14 quarters since. The position peaked at $62.5K in Q2 2026. 411 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

  • Key Financial Inc held 1,386 shares of ASE Group worth $61.6K as of Q3 2026.
  • Key Financial Inc left its ASE Group share count unchanged in Q3 2026.
  • ASE Group made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #502 holding.
  • Key Financial Inc first reported a position in ASE Group in Q2 2023 and has held it in 14 quarters since.
  • Key Financial Inc's ASE Group position peaked at $62.5K in Q2 2026.
  • 411 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

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