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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
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

Key Financial Inc held its Charles River Laboratories (CRL) position steady in Q2 2026 at 1 share worth $227. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Key Financial Inc first reported a position in CRL in Q2 2024 and has held it in 9 quarters since. 570 funds tracked by Wall St. Rank hold CRL as of Q2 2026.

  • Key Financial Inc held 1 share of Charles River Laboratories worth $227 as of Q2 2026.
  • Key Financial Inc left its Charles River Laboratories share count unchanged in Q2 2026.
  • Charles River Laboratories made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1304 holding.
  • Key Financial Inc first reported a position in Charles River Laboratories in Q2 2024 and has held it in 9 quarters since.
  • 570 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2026.

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