Key Financial Inc
BGC icon

Key Financial Inc’s BGC Group BGC Stock Holding History

Key Financial Inc’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$112K Hold
9,730
– – 0.02% 392
2026
Q2 		$104K Buy
+9,730
New +$109K 0.02% 416
2022
Q2 		– Sell
-750
Closed -$3K – 1089
2022
Q1 		$3K Buy
+750
New +$3.32K ﹤0.01% 854

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Private Management Group
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Thrivent Financial for Lutherans
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Key Financial Inc held its BGC Group (BGC) position steady in Q3 2026 at 9,730 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #392.

Key Financial Inc first reported a position in BGC in Q1 2022 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold BGC as of Q3 2026.

  • Key Financial Inc held 9,730 shares of BGC Group worth $112K as of Q3 2026.
  • Key Financial Inc left its BGC Group share count unchanged in Q3 2026.
  • BGC Group made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #392 holding.
  • Key Financial Inc first reported a position in BGC Group in Q1 2022 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held BGC Group as of Q3 2026.

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