Key Financial Inc
CRL icon

Key Financial Inc’s Charles River Laboratories CRL Stock Holding History

Key Financial Inc’s Portfolio CRL Stock Details CRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$295 Hold
1
– – ﹤0.01% 1258
2026
Q2 		$227 Hold
1
– – ﹤0.01% 1304
2026
Q1 		$172 Hold
1
– – ﹤0.01% 1348
2025
Q4 		$199 Hold
1
– – ﹤0.01% 1380
2025
Q3 		$170 Hold
1
– – ﹤0.01% 1404
2025
Q2 		$152 Hold
1
– – ﹤0.01% 1389
2025
Q1 		$151 Hold
1
– – ﹤0.01% 1345
2024
Q4 		$185 Hold
1
– – ﹤0.01% 1338
2024
Q3 		$197 Hold
1
– – ﹤0.01% 1310
2024
Q2 		$207 Buy
+1
New +$227 ﹤0.01% 1296

Other funds holding CRL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Key Financial Inc held its Charles River Laboratories (CRL) position steady in Q3 2026 at 1 share worth $295. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Key Financial Inc first reported a position in CRL in Q2 2024 and has held it in 10 quarters since. 348 funds tracked by Wall St. Rank hold CRL as of Q3 2026.

  • Key Financial Inc held 1 share of Charles River Laboratories worth $295 as of Q3 2026.
  • Key Financial Inc left its Charles River Laboratories share count unchanged in Q3 2026.
  • Charles River Laboratories made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1258 holding.
  • Key Financial Inc first reported a position in Charles River Laboratories in Q2 2024 and has held it in 10 quarters since.
  • 348 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2026.

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