Key Financial Inc’s Baker Hughes BKR Stock Holding History

Key Financial Inc’s Portfolio BKR Stock Details BKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$149K	Hold	2,676	–	–	0.02%	352
2026 Q1	$163K	Hold	2,676	–	–	0.03%	319
2025 Q4	$122K	Hold	2,676	–	–	0.02%	361
2025 Q3	$129K	Hold	2,676	–	–	0.02%	353
2025 Q2	$103K	Hold	2,676	–	–	0.02%	380
2025 Q1	$118K	Hold	2,676	–	–	0.03%	333
2024 Q4	$110K	Buy	2,676 +376	+16%	+$15.2K	0.03%	333
2024 Q3	$83.1K	Buy	2,300 +22	+1%	+$773	0.02%	381
2024 Q2	$80.1K	Hold	2,278	–	–	0.02%	373
2024 Q1	$76.3K	Hold	2,278	–	–	0.02%	370
2023 Q4	$77.9K	Hold	2,278	–	–	0.02%	349
2023 Q3	$80.5K	Hold	2,278	–	–	0.03%	329
2023 Q2	$72K	Hold	2,278	–	–	0.02%	355
2023 Q1	$65.7K	Hold	2,278	–	–	0.02%	351
2022 Q4	$47.7K	Hold	2,278	–	–	0.02%	364
2022 Q3	$48K	Hold	2,278	–	–	0.02%	366
2022 Q2	$66K	Hold	2,278	–	–	0.04%	311
2022 Q1	$83K	Hold	2,278	–	–	0.04%	286
2021 Q4	$55K	Hold	2,278	–	–	0.03%	334
2021 Q3	$56K	Hold	2,278	–	–	0.03%	328
2021 Q2	$48K	Buy	2,278 +2,219	+3,761%	+$51.2K	0.03%	358
2021 Q1	$1K	Hold	59	–	–	﹤0.01%	711
2020 Q4	$1K	Buy	+59	New	+$1.04K	﹤0.01%	663
2020 Q2	–	Sell	-59	Closed	-$1K	–	147
2020 Q1	$1K	Buy	+59	New	+$1.11K	﹤0.01%	626

Other funds holding BKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Key Financial Inc held its Baker Hughes (BKR) position steady in Q2 2026 at 2,676 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #352.

Key Financial Inc first reported a position in BKR in Q1 2020 and has held it in 24 quarters since. The position peaked at $163K in Q1 2026. 1,151 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Key Financial Inc held 2,676 shares of Baker Hughes worth $149K as of Q2 2026.
Key Financial Inc left its Baker Hughes share count unchanged in Q2 2026.
Baker Hughes made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #352 holding.
Key Financial Inc first reported a position in Baker Hughes in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Baker Hughes position peaked at $163K in Q1 2026.
1,151 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

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