KFI
EQPT

Key Financial Inc’s EquipmentShare.com Inc EQPT Stock Holding History

Key Financial Inc’s Portfolio EQPT Stock Details EQPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97K Buy
+100
New +$2.14K ﹤0.01% 1152

Other funds holding EQPT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
RA
RiverPark Advisors New York $219M AUM 14.91% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM

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

Key Financial Inc opened a new position in EquipmentShare.com Inc (EQPT) in Q2 2026: 100 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #1152 among its holdings.

13 funds tracked by Wall St. Rank hold EQPT as of Q2 2026.

  • Key Financial Inc held 100 shares of EquipmentShare.com Inc worth $1.97K as of Q2 2026.
  • EquipmentShare.com Inc was a new Key Financial Inc position in Q2 2026.
  • EquipmentShare.com Inc made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1152 holding.
  • 13 funds tracked by Wall St. Rank held EquipmentShare.com Inc as of Q2 2026.

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