KFI
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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
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 $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Key Financial Inc reduced its BP (BP) stake by 8.1% in Q2 2026, selling an estimated $12K and leaving 3,079 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #397.

Key Financial Inc first reported a position in BP in Q4 2019 and has held it in 26 quarters since. The position peaked at $211K in Q2 2020. 1,168 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Key Financial Inc held 3,079 shares of BP worth $114K as of Q2 2026.
  • Key Financial Inc sold 273 BP shares in Q2 2026, an estimated $12K.
  • BP made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #397 holding.
  • Key Financial Inc first reported a position in BP in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's BP position peaked at $211K in Q2 2020.
  • 1,168 funds tracked by Wall St. Rank held BP as of Q2 2026.

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