Key Financial Inc’s Ericsson ERIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$669	Hold	60	–	–	﹤0.01%	1243
2026 Q1	$676	Hold	60	–	–	﹤0.01%	1282
2025 Q4	$579	Hold	60	–	–	﹤0.01%	1314
2025 Q3	$500	Hold	60	–	–	﹤0.01%	1338
2025 Q2	$509	Hold	60	–	–	﹤0.01%	1325
2025 Q1	$466	Hold	60	–	–	﹤0.01%	1293
2024 Q4	$484	Hold	60	–	–	﹤0.01%	1290
2024 Q3	$455	Hold	60	–	–	﹤0.01%	1266
2024 Q2	$370	Sell	60 -2,500	-98%	-$14K	﹤0.01%	1273
2024 Q1	$14.1K	Hold	2,560	–	–	﹤0.01%	676
2023 Q4	$16.1K	Hold	2,560	–	–	﹤0.01%	635
2023 Q3	$12.4K	Hold	2,560	–	–	﹤0.01%	661
2023 Q2	$14K	Hold	2,560	–	–	﹤0.01%	654
2023 Q1	$15K	Hold	2,560	–	–	0.01%	596
2022 Q4	$14.7K	Hold	2,560	–	–	0.01%	547
2022 Q3	$15K	Hold	2,560	–	–	0.01%	548
2022 Q2	$19K	Hold	2,560	–	–	0.01%	514
2022 Q1	$23K	Hold	2,560	–	–	0.01%	475
2021 Q4	$28K	Hold	2,560	–	–	0.01%	426
2021 Q3	$29K	Hold	2,560	–	–	0.02%	410
2021 Q2	$30K	Hold	2,560	–	–	0.02%	413
2021 Q1	$34K	Buy	2,560 +2,500	+4,167%	+$31.8K	0.02%	332
2020 Q4	$1K	Buy	+60	New	+$703	﹤0.01%	673

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Key Financial Inc held its Ericsson (ERIC) position steady in Q2 2026 at 60 shares worth $669. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Key Financial Inc first reported a position in ERIC in Q4 2020 and has held it in 23 quarters since. The position peaked at $34K in Q1 2021. 389 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

Key Financial Inc held 60 shares of Ericsson worth $669 as of Q2 2026.
Key Financial Inc left its Ericsson share count unchanged in Q2 2026.
Ericsson made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1243 holding.
Key Financial Inc first reported a position in Ericsson in Q4 2020 and has held it in 23 quarters since.
Key Financial Inc's Ericsson position peaked at $34K in Q1 2021.
389 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

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