Key Financial Inc
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Key Financial Inc’s General Dynamics GD Stock Holding History

Key Financial Inc’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$140K Buy
422
+4
+1% +$1.48K 0.02% 354
2026
Q2 		$148K Sell
418
-13
-3% -$4.45K 0.02% 354
2026
Q1 		$148K Buy
431
+21
+5% +$7.45K 0.03% 341
2025
Q4 		$138K Hold
410
– – 0.03% 344
2025
Q3 		$140K Hold
410
– – 0.03% 346
2025
Q2 		$120K Hold
410
– – 0.02% 348
2025
Q1 		$112K Hold
410
– – 0.02% 339
2024
Q4 		$108K Hold
410
– – 0.02% 334
2024
Q3 		$124K Buy
410
+4
+1% +$1.18K 0.03% 318
2024
Q2 		$118K Hold
406
– – 0.03% 309
2024
Q1 		$115K Hold
406
– – 0.03% 296
2023
Q4 		$105K Sell
406
-26
-6% -$6.34K 0.03% 302
2023
Q3 		$95.5K Hold
432
– – 0.03% 305
2023
Q2 		$92.9K Buy
432
+56
+15% +$12.1K 0.03% 311
2023
Q1 		$85.8K Hold
376
– – 0.03% 317
2022
Q4 		$79.8K Hold
376
– – 0.04% 288
2022
Q3 		$80K Hold
376
– – 0.04% 290
2022
Q2 		$84K Hold
376
– – 0.05% 274
2022
Q1 		$91K Buy
376
+25
+7% +$5.55K 0.05% 270
2021
Q4 		$73K Buy
351
+55
+19% +$11.1K 0.04% 288
2021
Q3 		$58K Buy
296
+14
+5% +$2.74K 0.03% 326
2021
Q2 		$55K Buy
282
+44
+18% +$8.3K 0.03% 342
2021
Q1 		$43K Buy
238
+9
+4% +$1.47K 0.03% 301
2020
Q4 		$34K Buy
+229
New +$33.5K 0.03% 302
2020
Q2 		– Sell
-229
Closed -$31K – 300
2020
Q1 		$31K Buy
+229
New +$38K 0.03% 273

Other funds holding GD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

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

Key Financial Inc increased its General Dynamics (GD) stake by 0.96% in Q3 2026, buying an estimated $1.48K and bringing the position to 422 shares worth $140K. The position accounts for 0.02% of the portfolio, ranked #354.

Key Financial Inc first reported a position in GD in Q1 2020 and has held it in 25 quarters since. The position peaked at $148K in Q2 2026. 1,291 funds tracked by Wall St. Rank hold GD as of Q3 2026.

  • Key Financial Inc held 422 shares of General Dynamics worth $140K as of Q3 2026.
  • Key Financial Inc bought 4 General Dynamics shares in Q3 2026, an estimated $1.48K.
  • General Dynamics made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #354 holding.
  • Key Financial Inc first reported a position in General Dynamics in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's General Dynamics position peaked at $148K in Q2 2026.
  • 1,291 funds tracked by Wall St. Rank held General Dynamics as of Q3 2026.

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