KFI
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Key Financial Inc’s dLocal DLO Stock Holding History

Key Financial Inc’s Portfolio DLO Stock Details DLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.74K Hold
134
– – ﹤0.01% 1167
2026
Q1 		$1.74K Hold
134
– – ﹤0.01% 1187
2025
Q4 		$1.9K Buy
+134
New +$1.89K ﹤0.01% 1179

Other funds holding DLO

GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Cria Inc New York $124M AUM
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Key Financial Inc held its dLocal (DLO) position steady in Q2 2026 at 134 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Key Financial Inc first reported a position in DLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.9K in Q4 2025. 163 funds tracked by Wall St. Rank hold DLO as of Q2 2026.

  • Key Financial Inc held 134 shares of dLocal worth $1.74K as of Q2 2026.
  • Key Financial Inc left its dLocal share count unchanged in Q2 2026.
  • dLocal made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1167 holding.
  • Key Financial Inc first reported a position in dLocal in Q4 2025 and has held it in 3 quarters since.
  • Key Financial Inc's dLocal position peaked at $1.9K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held dLocal as of Q2 2026.

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