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 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	$9.58K	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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

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

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

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

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

Key Financial Inc held its Ceco Environmental (CECO) position steady in Q2 2026 at 600 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #518.

Key Financial Inc first reported a position in CECO in Q1 2020 and has held it in 24 quarters since. 343 funds tracked by Wall St. Rank hold CECO as of Q2 2026.

Key Financial Inc held 600 shares of Ceco Environmental worth $54.4K as of Q2 2026.
Key Financial Inc left its Ceco Environmental share count unchanged in Q2 2026.
Ceco Environmental made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #518 holding.
Key Financial Inc first reported a position in Ceco Environmental in Q1 2020 and has held it in 24 quarters since.
343 funds tracked by Wall St. Rank held Ceco Environmental as of Q2 2026.

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