KFI
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Key Financial Inc’s Chord Energy CHRD Stock Holding History

Key Financial Inc’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$427 Hold
3
– – ﹤0.01% 1317
2025
Q4 		$278 Hold
3
– – ﹤0.01% 1362
2025
Q3 		$301 Hold
3
– – ﹤0.01% 1372
2025
Q2 		$291 Hold
3
– – ﹤0.01% 1367
2025
Q1 		$338 Hold
3
– – ﹤0.01% 1319
2024
Q4 		$351 Hold
3
– – ﹤0.01% 1317
2024
Q3 		$391 Hold
3
– – ﹤0.01% 1281
2024
Q2 		$503 Buy
+3
New +$532 ﹤0.01% 1246

Other funds holding CHRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Key Financial Inc's CHRD Position: Q1 2026 in Review

Key Financial Inc held its Chord Energy (CHRD) position steady in Q1 2026 at 3 shares worth $427. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Key Financial Inc first reported a position in CHRD in Q2 2024 and has held it in 8 quarters since. The position peaked at $503 in Q2 2024. 492 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

  • Key Financial Inc held 3 shares of Chord Energy worth $427 as of Q1 2026.
  • Key Financial Inc left its Chord Energy share count unchanged in Q1 2026.
  • Chord Energy made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1317 holding.
  • Key Financial Inc first reported a position in Chord Energy in Q2 2024 and has held it in 8 quarters since.
  • Key Financial Inc's Chord Energy position peaked at $503 in Q2 2024.
  • 492 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.