Key Financial Inc’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-30	Closed	-$8.71K	–	1413
2025 Q4	$8.71K	Hold	30	–	–	﹤0.01%	918
2025 Q3	$8.6K	Hold	30	–	–	﹤0.01%	916
2025 Q2	$13.4K	Hold	30	–	–	﹤0.01%	776
2025 Q1	$13.6K	Hold	30	–	–	﹤0.01%	746
2024 Q4	$14.4K	Hold	30	–	–	﹤0.01%	736
2024 Q3	$13.8K	Hold	30	–	–	﹤0.01%	718
2024 Q2	$12.2K	Hold	30	–	–	﹤0.01%	726
2024 Q1	$13.6K	Hold	30	–	–	﹤0.01%	686
2023 Q4	$14.3K	Hold	30	–	–	﹤0.01%	653
2023 Q3	$13.1K	Hold	30	–	–	﹤0.01%	652
2023 Q2	$12K	Hold	30	–	–	﹤0.01%	676
2023 Q1	$12.5K	Sell	30 -140	-82%	-$58.3K	﹤0.01%	628
2022 Q4	$68K	Hold	170	–	–	0.03%	310
2022 Q3	$68K	Hold	170	–	–	0.03%	312
2022 Q2	$67K	Hold	170	–	–	0.04%	307
2022 Q1	$74K	Hold	170	–	–	0.04%	308
2021 Q4	$83K	Hold	170	–	–	0.04%	262
2021 Q3	$67K	Hold	170	–	–	0.04%	294
2021 Q2	$61K	Buy	170 +30	+21%	+$9.82K	0.03%	320
2021 Q1	$43K	Hold	140	–	–	0.03%	300
2020 Q4	$47K	Buy	+140	New	+$46.3K	0.04%	252
2020 Q2	–	Sell	-140	Closed	-$38K	–	272
2020 Q1	$38K	Buy	+140	New	+$38.1K	0.04%	248

Other funds holding FDS

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Key Financial Inc's FDS Position: Q1 2026 in Review

Key Financial Inc sold out of Factset (FDS) in Q1 2026, closing a stake of 30 shares — an estimated $8.71K sold.

Key Financial Inc first reported a position in FDS in Q1 2020 and held it in 22 quarters. The position peaked at $83K in Q4 2021. 725 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

Key Financial Inc reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 30 Factset shares in Q1 2026, an estimated $8.71K.
Key Financial Inc first reported a position in Factset in Q1 2020 and held it in 22 quarters.
Key Financial Inc's Factset position peaked at $83K in Q4 2021.
725 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.