Key Financial Inc
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Key Financial Inc’s BP BP Stock Holding History

Key Financial Inc’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$135K Hold
3,079
– – 0.02% 362
2026
Q2 		$114K Sell
3,079
-273
-8% -$12K 0.02% 397
2026
Q1 		$158K Buy
3,352
+273
+9% +$10.7K 0.03% 324
2025
Q4 		$107K Buy
3,079
+50
+2% +$1.75K 0.02% 382
2025
Q3 		$104K Hold
3,029
– – 0.02% 386
2025
Q2 		$90.7K Hold
3,029
– – 0.02% 395
2025
Q1 		$102K Hold
3,029
– – 0.02% 355
2024
Q4 		$89.5K Hold
3,029
– – 0.02% 376
2024
Q3 		$95.1K Hold
3,029
– – 0.02% 354
2024
Q2 		$109K Buy
3,029
+179
+6% +$6.71K 0.03% 323
2024
Q1 		$107K Hold
2,850
– – 0.03% 309
2023
Q4 		$101K Buy
2,850
+286
+11% +$10.5K 0.03% 311
2023
Q3 		$99.3K Hold
2,564
– – 0.03% 293
2023
Q2 		$90.5K Hold
2,564
– – 0.03% 317
2023
Q1 		$97.3K Sell
2,564
-170
-6% -$6.35K 0.04% 286
2022
Q4 		$78.1K Hold
2,734
– – 0.04% 290
2022
Q3 		$78K Sell
2,734
-50
-2% -$1.49K 0.04% 292
2022
Q2 		$79K Hold
2,784
– – 0.04% 282
2022
Q1 		$82K Sell
2,784
-50
-2% -$1.52K 0.04% 287
2021
Q4 		$75K Hold
2,834
– – 0.04% 284
2021
Q3 		$77K Hold
2,834
– – 0.04% 268
2021
Q2 		$69K Buy
2,834
+756
+36% +$19.8K 0.04% 295
2021
Q1 		$51K Sell
2,078
-460
-18% -$11.1K 0.03% 270
2020
Q4 		$52K Buy
+2,538
New +$47.8K 0.04% 240
2020
Q3 		– Sell
-8,988
Closed -$211K – 113
2020
Q2 		$211K Buy
8,988
+3,527
+65% +$84.7K 0.24% 93
2020
Q1 		$131K Hold
5,461
– – 0.13% 124
2019
Q4 		$206K Buy
+5,461
New +$207K 0.19% 107

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Key Financial Inc held its BP (BP) position steady in Q3 2026 at 3,079 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #362.

Key Financial Inc first reported a position in BP in Q4 2019 and has held it in 27 quarters since. The position peaked at $211K in Q2 2020. 742 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Key Financial Inc held 3,079 shares of BP worth $135K as of Q3 2026.
  • Key Financial Inc left its BP share count unchanged in Q3 2026.
  • BP made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #362 holding.
  • Key Financial Inc first reported a position in BP in Q4 2019 and has held it in 27 quarters since.
  • Key Financial Inc's BP position peaked at $211K in Q2 2020.
  • 742 funds tracked by Wall St. Rank held BP as of Q3 2026.

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