Key Financial Inc
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Key Financial Inc’s Blackstone BX Stock Holding History

Key Financial Inc’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.08M Buy
9,594
+35
+0.4% +$4.58K 0.18% 106
2026
Q2 		$1.12M Sell
9,559
-479
-5% -$57.6K 0.18% 107
2026
Q1 		$1.15M Buy
10,038
+25
+0.2% +$3.25K 0.21% 90
2025
Q4 		$1.54M Sell
10,013
-2,122
-17% -$322K 0.28% 64
2025
Q3 		$2.04M Buy
12,135
+26
+0.2% +$4.46K 0.38% 54
2025
Q2 		$1.81M Buy
+12,109
New +$1.66M 0.36% 55

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

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

Key Financial Inc increased its Blackstone (BX) stake by 0.37% in Q3 2026, buying an estimated $4.58K and bringing the position to 9,594 shares worth $1.08M. The position accounts for 0.18% of the portfolio, ranked #106.

Key Financial Inc first reported a position in BX in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.04M in Q3 2025. 1,882 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Key Financial Inc held 9,594 shares of Blackstone worth $1.08M as of Q3 2026.
  • Key Financial Inc bought 35 Blackstone shares in Q3 2026, an estimated $4.58K.
  • Blackstone made up 0.18% of Key Financial Inc's portfolio in Q3 2026, its #106 holding.
  • Key Financial Inc first reported a position in Blackstone in Q2 2025 and has held it in 6 quarters since.
  • Key Financial Inc's Blackstone position peaked at $2.04M in Q3 2025.
  • 1,882 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

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