Key Financial Inc’s Dolby DLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$721	Hold	12	–	–	﹤0.01%	1277
2025 Q4	$771	Hold	12	–	–	﹤0.01%	1281
2025 Q3	$866	Hold	12	–	–	﹤0.01%	1286
2025 Q2	$891	Hold	12	–	–	﹤0.01%	1281
2025 Q1	$964	Hold	12	–	–	﹤0.01%	1233
2024 Q4	$937	Hold	12	–	–	﹤0.01%	1237
2024 Q3	$918	Hold	12	–	–	﹤0.01%	1206
2024 Q2	$951	Hold	12	–	–	﹤0.01%	1190
2024 Q1	$1K	Hold	12	–	–	﹤0.01%	1186
2023 Q4	$1.03K	Hold	12	–	–	﹤0.01%	1178
2023 Q3	$951	Hold	12	–	–	﹤0.01%	1200
2023 Q2	$1K	Hold	12	–	–	﹤0.01%	1240
2023 Q1	$1.02K	Hold	12	–	–	﹤0.01%	1031
2022 Q4	$782	Hold	12	–	–	﹤0.01%	1059
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	1015
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	1001
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	994
2021 Q4	$1K	Buy	+12	New	+$1.07K	﹤0.01%	878

Other funds holding DLB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return