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Key Financial Inc’s CTS Corp CTS Stock Holding History

Key Financial Inc’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.64K Hold
139
– – ﹤0.01% 974
2025
Q4 		$5.96K Hold
139
– – ﹤0.01% 1003
2025
Q3 		$5.5K Hold
139
– – ﹤0.01% 1019
2025
Q2 		$5.92K Hold
139
– – ﹤0.01% 998
2025
Q1 		$5.78K Hold
139
– – ﹤0.01% 959
2024
Q4 		$7.33K Hold
139
– – ﹤0.01% 888
2024
Q3 		$6.72K Hold
139
– – ﹤0.01% 892
2024
Q2 		$7.04K Hold
139
– – ﹤0.01% 860
2024
Q1 		$6.5K Hold
139
– – ﹤0.01% 871
2023
Q4 		$6.08K Hold
139
– – ﹤0.01% 865
2023
Q3 		$5.8K Hold
139
– – ﹤0.01% 857
2023
Q2 		$5.93K Buy
+139
New +$6.11K ﹤0.01% 866

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WA
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return