Key Financial Inc
BAH icon

Key Financial Inc’s Booz Allen Hamilton BAH Stock Holding History

Key Financial Inc’s Portfolio BAH Stock Details BAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$417 Hold
6
– – ﹤0.01% 1240
2026
Q2 		$364 Hold
6
– – ﹤0.01% 1283
2026
Q1 		$468 Hold
6
– – ﹤0.01% 1310
2025
Q4 		$506 Hold
6
– – ﹤0.01% 1327
2025
Q3 		$616 Hold
6
– – ﹤0.01% 1318
2025
Q2 		$625 Hold
6
– – ﹤0.01% 1307
2025
Q1 		$627 Hold
6
– – ﹤0.01% 1267
2024
Q4 		$772 Hold
6
– – ﹤0.01% 1254
2024
Q3 		$977 Hold
6
– – ﹤0.01% 1198
2024
Q2 		$923 Buy
+6
New +$900 ﹤0.01% 1192

Other funds holding BAH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
D'Orazio & Associates
D'Orazio & Associates Falls Church, Virginia $902M AUM 15.38% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Waters Parkerson & Co
Waters Parkerson & Co New Orleans, Louisiana $2.08B AUM 19.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Key Financial Inc held its Booz Allen Hamilton (BAH) position steady in Q3 2026 at 6 shares worth $417. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Key Financial Inc first reported a position in BAH in Q2 2024 and has held it in 10 quarters since. The position peaked at $977 in Q3 2024. 273 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

  • Key Financial Inc held 6 shares of Booz Allen Hamilton worth $417 as of Q3 2026.
  • Key Financial Inc left its Booz Allen Hamilton share count unchanged in Q3 2026.
  • Booz Allen Hamilton made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1240 holding.
  • Key Financial Inc first reported a position in Booz Allen Hamilton in Q2 2024 and has held it in 10 quarters since.
  • Key Financial Inc's Booz Allen Hamilton position peaked at $977 in Q3 2024.
  • 273 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

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