Key Financial Inc’s DNP Select Income Fund DNP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.07K	Sell	216 -500	-70%	-$5.36K	﹤0.01%	1105
2026 Q2	$7.73K	Buy	716 +500	+231%	+$5.34K	﹤0.01%	931
2026 Q1	$2.22K	Hold	216	–	–	﹤0.01%	1160
2025 Q4	$2.16K	Hold	216	–	–	﹤0.01%	1160
2025 Q3	$2.16K	Hold	216	–	–	﹤0.01%	1185
2025 Q2	$2.12K	Hold	216	–	–	﹤0.01%	1178
2025 Q1	$2.14K	Hold	216	–	–	﹤0.01%	1138
2024 Q4	$1.9K	Hold	216	–	–	﹤0.01%	1157
2024 Q3	$2.17K	Sell	216 -2,767	-93%	-$25.3K	﹤0.01%	1098
2024 Q2	$24.5K	Hold	2,983	–	–	0.01%	595
2024 Q1	$27.1K	Buy	2,983 +2,551	+591%	+$22.5K	0.01%	550
2023 Q4	$3.66K	Hold	432	–	–	﹤0.01%	1016
2023 Q3	$4.11K	Hold	432	–	–	﹤0.01%	970
2023 Q2	$4.53K	Hold	432	–	–	﹤0.01%	965
2023 Q1	$4.76K	Hold	432	–	–	﹤0.01%	823
2022 Q4	$4.48K	Hold	432	–	–	﹤0.01%	810
2022 Q3	$4K	Hold	432	–	–	﹤0.01%	819
2022 Q2	$5K	Hold	432	–	–	﹤0.01%	784
2022 Q1	$5K	Hold	432	–	–	﹤0.01%	777
2021 Q4	$5K	Hold	432	–	–	﹤0.01%	706
2021 Q3	$5K	Hold	432	–	–	﹤0.01%	693
2021 Q2	$5K	Hold	432	–	–	﹤0.01%	679
2021 Q1	$4K	Buy	+432	New	+$4.42K	﹤0.01%	616

Other funds holding DNP

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

KTC

Kentucky Trust Company Danville, Kentucky $200M AUM 22.53% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Alchemi Wealth Essex, Connecticut $223M AUM 31.82% 1-Year Est. Return

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

Key Financial Inc reduced its DNP Select Income Fund (DNP) stake by 70% in Q3 2026, selling an estimated $5.36K and leaving 216 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Key Financial Inc first reported a position in DNP in Q1 2021 and has held it in 23 quarters since. The position peaked at $27.1K in Q1 2024. 157 funds tracked by Wall St. Rank hold DNP as of Q3 2026.

Key Financial Inc held 216 shares of DNP Select Income Fund worth $2.07K as of Q3 2026.
Key Financial Inc sold 500 DNP Select Income Fund shares in Q3 2026, an estimated $5.36K.
DNP Select Income Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1105 holding.
Key Financial Inc first reported a position in DNP Select Income Fund in Q1 2021 and has held it in 23 quarters since.
Key Financial Inc's DNP Select Income Fund position peaked at $27.1K in Q1 2024.
157 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q3 2026.

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