Key Financial Inc
CHRW icon

Key Financial Inc’s C.H. Robinson CHRW Stock Holding History

Key Financial Inc’s Portfolio CHRW Stock Details CHRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$66.6K Hold
450
– – 0.01% 486
2026
Q2 		$84.8K Hold
450
– – 0.01% 452
2026
Q1 		$74.7K Sell
450
-4
-0.9% -$716 0.01% 457
2025
Q4 		$73K Hold
454
– – 0.01% 454
2025
Q3 		$60.2K Buy
454
+4
+0.9% +$469 0.01% 481
2025
Q2 		$43.2K Hold
450
– – 0.01% 530
2025
Q1 		$46.1K Hold
450
– – 0.01% 495
2024
Q4 		$46.5K Hold
450
– – 0.01% 491
2024
Q3 		$49.7K Hold
450
– – 0.01% 481
2024
Q2 		$39.7K Hold
450
– – 0.01% 499
2024
Q1 		$34.3K Hold
450
– – 0.01% 498
2023
Q4 		$38.9K Hold
450
– – 0.01% 466
2023
Q3 		$38.8K Hold
450
– – 0.01% 447
2023
Q2 		$42.5K Hold
450
– – 0.01% 437
2023
Q1 		$44.7K Hold
450
– – 0.02% 410
2022
Q4 		$43.3K Hold
450
– – 0.02% 386
2022
Q3 		$43K Hold
450
– – 0.02% 390
2022
Q2 		$46K Hold
450
– – 0.02% 373
2022
Q1 		$48K Hold
450
– – 0.02% 365
2021
Q4 		$48K Hold
450
– – 0.02% 355
2021
Q3 		$39K Hold
450
– – 0.02% 374
2021
Q2 		$40K Hold
450
– – 0.02% 381
2021
Q1 		$43K Hold
450
– – 0.03% 299
2020
Q4 		$42K Buy
+450
New +$42.9K 0.03% 271
2020
Q2 		– Sell
-450
Closed -$29K – 184
2020
Q1 		$29K Buy
+450
New +$32.3K 0.03% 284

Other funds holding CHRW

WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Key Financial Inc held its C.H. Robinson (CHRW) position steady in Q3 2026 at 450 shares worth $66.6K. The position accounts for 0.01% of the portfolio, ranked #486.

Key Financial Inc first reported a position in CHRW in Q1 2020 and has held it in 25 quarters since. The position peaked at $84.8K in Q2 2026. 490 funds tracked by Wall St. Rank hold CHRW as of Q3 2026.

  • Key Financial Inc held 450 shares of C.H. Robinson worth $66.6K as of Q3 2026.
  • Key Financial Inc left its C.H. Robinson share count unchanged in Q3 2026.
  • C.H. Robinson made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #486 holding.
  • Key Financial Inc first reported a position in C.H. Robinson in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's C.H. Robinson position peaked at $84.8K in Q2 2026.
  • 490 funds tracked by Wall St. Rank held C.H. Robinson as of Q3 2026.

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