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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
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

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Key Financial Inc held its ASE Group (ASX) position steady in Q2 2026 at 1,386 shares worth $62.5K. The position accounts for 0.01% of the portfolio, ranked #501.

Key Financial Inc first reported a position in ASX in Q2 2023 and has held it in 13 quarters since. 486 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Key Financial Inc held 1,386 shares of ASE Group worth $62.5K as of Q2 2026.
  • Key Financial Inc left its ASE Group share count unchanged in Q2 2026.
  • ASE Group made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #501 holding.
  • Key Financial Inc first reported a position in ASE Group in Q2 2023 and has held it in 13 quarters since.
  • 486 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

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