Key Financial Inc
DOW icon

Key Financial Inc’s Dow Inc DOW Stock Holding History

Key Financial Inc’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.4K Sell
631
-400
-39% -$11.9K ﹤0.01% 744
2026
Q2 		$28.2K Sell
1,031
-21
-2% -$762 ﹤0.01% 656
2026
Q1 		$43.8K Sell
1,052
-76
-7% -$2.41K 0.01% 559
2025
Q4 		$26.4K Buy
1,128
+400
+55% +$9.2K ﹤0.01% 663
2025
Q3 		$16.8K Hold
728
– – ﹤0.01% 749
2025
Q2 		$19.3K Hold
728
– – ﹤0.01% 705
2025
Q1 		$25.4K Hold
728
– – 0.01% 603
2024
Q4 		$29.2K Hold
728
– – 0.01% 573
2024
Q3 		$39.8K Hold
728
– – 0.01% 517
2024
Q2 		$38.6K Hold
728
– – 0.01% 510
2024
Q1 		$42.2K Hold
728
– – 0.01% 463
2023
Q4 		$39.9K Hold
728
– – 0.01% 461
2023
Q3 		$37.5K Hold
728
– – 0.01% 450
2023
Q2 		$38.8K Hold
728
– – 0.01% 449
2023
Q1 		$39.9K Buy
728
+100
+16% +$5.63K 0.01% 427
2022
Q4 		$27.6K Hold
628
– – 0.01% 445
2022
Q3 		$28K Sell
628
-507
-45% -$25.7K 0.01% 445
2022
Q2 		$59K Sell
1,135
-1,372
-55% -$87.9K 0.03% 329
2022
Q1 		$160K Buy
2,507
+1,314
+110% +$79.3K 0.08% 194
2021
Q4 		$68K Buy
1,193
+708
+146% +$40.4K 0.03% 300
2021
Q3 		$28K Buy
485
+9
+2% +$551 0.02% 416
2021
Q2 		$30K Sell
476
-337
-41% -$22.3K 0.02% 411
2021
Q1 		$52K Buy
813
+110
+16% +$6.58K 0.03% 268
2020
Q4 		$39K Buy
+703
New +$36.3K 0.03% 282
2020
Q2 		– Sell
-1,040
Closed -$30K – 220
2020
Q1 		$30K Sell
1,040
-5,119
-83% -$218K 0.03% 280
2019
Q4 		$337K Buy
+6,159
New +$318K 0.32% 72

Other funds holding DOW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Key Financial Inc reduced its Dow Inc (DOW) stake by 39% in Q3 2026, selling an estimated $11.9K and leaving 631 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Key Financial Inc first reported a position in DOW in Q4 2019 and has held it in 26 quarters since. The position peaked at $337K in Q4 2019. 678 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Key Financial Inc held 631 shares of Dow Inc worth $17.4K as of Q3 2026.
  • Key Financial Inc sold 400 Dow Inc shares in Q3 2026, an estimated $11.9K.
  • Dow Inc made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #744 holding.
  • Key Financial Inc first reported a position in Dow Inc in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's Dow Inc position peaked at $337K in Q4 2019.
  • 678 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

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