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Key Financial Inc’s BHP BHP Stock Holding History

Key Financial Inc’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.92K Sell
35
-99
-74% -$8.22K ﹤0.01% 1102
2026
Q1 		$9.75K Buy
134
+99
+283% +$7K ﹤0.01% 888
2025
Q4 		$2.11K Buy
+35
New +$1.99K ﹤0.01% 1166

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Key Financial Inc reduced its BHP (BHP) stake by 74% in Q2 2026, selling an estimated $8.22K and leaving 35 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Key Financial Inc first reported a position in BHP in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.75K in Q1 2026. 819 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Key Financial Inc held 35 shares of BHP worth $2.92K as of Q2 2026.
  • Key Financial Inc sold 99 BHP shares in Q2 2026, an estimated $8.22K.
  • BHP made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1102 holding.
  • Key Financial Inc first reported a position in BHP in Q4 2025 and has held it in 3 quarters since.
  • Key Financial Inc's BHP position peaked at $9.75K in Q1 2026.
  • 819 funds tracked by Wall St. Rank held BHP as of Q2 2026.

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