Key Financial Inc’s Cannae Holdings CNNE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$138	Hold	9	–	–	﹤0.01%	1275
2026 Q2	$130	Hold	9	–	–	﹤0.01%	1317
2026 Q1	$102	Hold	9	–	–	﹤0.01%	1363
2025 Q4	$142	Hold	9	–	–	﹤0.01%	1396
2025 Q3	$163	Hold	9	–	–	﹤0.01%	1407
2025 Q2	$188	Hold	9	–	–	﹤0.01%	1382
2025 Q1	$165	Hold	9	–	–	﹤0.01%	1342
2024 Q4	$179	Hold	9	–	–	﹤0.01%	1339
2024 Q3	$172	Hold	9	–	–	﹤0.01%	1316
2024 Q2	$163	Hold	9	–	–	﹤0.01%	1299
2024 Q1	$200	Hold	9	–	–	﹤0.01%	1269
2023 Q4	$176	Hold	9	–	–	﹤0.01%	1280
2023 Q3	$168	Hold	9	–	–	﹤0.01%	1302
2023 Q2	$182	Hold	9	–	–	﹤0.01%	1344
2023 Q1	$182	Hold	9	–	–	﹤0.01%	1135
2022 Q4	$186	Hold	9	–	–	﹤0.01%	1138
2022 Q3	$0	Buy	+9	New	+$194	﹤0.01%	1120

Other funds holding CNNE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Key Financial Inc held its Cannae Holdings (CNNE) position steady in Q3 2026 at 9 shares worth $138. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Key Financial Inc first reported a position in CNNE in Q3 2022 and has held it in 17 quarters since. The position peaked at $200 in Q1 2024. 160 funds tracked by Wall St. Rank hold CNNE as of Q3 2026.

Key Financial Inc held 9 shares of Cannae Holdings worth $138 as of Q3 2026.
Key Financial Inc left its Cannae Holdings share count unchanged in Q3 2026.
Cannae Holdings made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1275 holding.
Key Financial Inc first reported a position in Cannae Holdings in Q3 2022 and has held it in 17 quarters since.
Key Financial Inc's Cannae Holdings position peaked at $200 in Q1 2024.
160 funds tracked by Wall St. Rank held Cannae Holdings as of Q3 2026.

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