Key Financial Inc’s Ceco Environmental CECO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$41.8K	Hold	600	–	–	0.01%	568
2026 Q2	$54.4K	Hold	600	–	–	0.01%	518
2026 Q1	$35.7K	Hold	600	–	–	0.01%	606
2025 Q4	$35.9K	Hold	600	–	–	0.01%	600
2025 Q3	$31.1K	Hold	600	–	–	0.01%	609
2025 Q2	$17K	Hold	600	–	–	﹤0.01%	726
2025 Q1	$13.7K	Hold	600	–	–	﹤0.01%	745
2024 Q4	$18.1K	Hold	600	–	–	﹤0.01%	678
2024 Q3	$16.9K	Hold	600	–	–	﹤0.01%	682
2024 Q2	$17.3K	Hold	600	–	–	﹤0.01%	661
2024 Q1	$13.8K	Hold	600	–	–	﹤0.01%	682
2023 Q4	$12.2K	Hold	600	–	–	﹤0.01%	690
2023 Q3	$9.6K	Hold	600	–	–	﹤0.01%	722
2023 Q2	$8.02K	Hold	600	–	–	﹤0.01%	786
2023 Q1	$8.39K	Hold	600	–	–	﹤0.01%	715
2022 Q4	$5.31K	Hold	600	–	–	﹤0.01%	779
2022 Q3	$5K	Hold	600	–	–	﹤0.01%	777
2022 Q2	$4K	Hold	600	–	–	﹤0.01%	825
2022 Q1	$3K	Hold	600	–	–	﹤0.01%	858
2021 Q4	$4K	Hold	600	–	–	﹤0.01%	735
2021 Q3	$4K	Hold	600	–	–	﹤0.01%	726
2021 Q2	$4K	Hold	600	–	–	﹤0.01%	699
2021 Q1	$5K	Hold	600	–	–	﹤0.01%	590
2020 Q4	$4K	Buy	+600	New	+$4.41K	﹤0.01%	576
2020 Q2	–	Sell	-600	Closed	-$3K	–	177
2020 Q1	$3K	Buy	+600	New	+$4.08K	﹤0.01%	552

Other funds holding CECO

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return

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

Key Financial Inc held its Ceco Environmental (CECO) position steady in Q3 2026 at 600 shares worth $41.8K. The position accounts for 0.01% of the portfolio, ranked #568.

Key Financial Inc first reported a position in CECO in Q1 2020 and has held it in 25 quarters since. The position peaked at $54.4K in Q2 2026. 142 funds tracked by Wall St. Rank hold CECO as of Q3 2026.

Key Financial Inc held 600 shares of Ceco Environmental worth $41.8K as of Q3 2026.
Key Financial Inc left its Ceco Environmental share count unchanged in Q3 2026.
Ceco Environmental made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #568 holding.
Key Financial Inc first reported a position in Ceco Environmental in Q1 2020 and has held it in 25 quarters since.
Key Financial Inc's Ceco Environmental position peaked at $54.4K in Q2 2026.
142 funds tracked by Wall St. Rank held Ceco Environmental as of Q3 2026.

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