KFI
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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
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

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Key Financial Inc reduced its General Dynamics (GD) stake by 3% in Q2 2026, selling an estimated $4.45K and leaving 418 shares worth $148K. 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 24 quarters since. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Key Financial Inc held 418 shares of General Dynamics worth $148K as of Q2 2026.
  • Key Financial Inc sold 13 General Dynamics shares in Q2 2026, an estimated $4.45K.
  • General Dynamics made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #354 holding.
  • Key Financial Inc first reported a position in General Dynamics in Q1 2020 and has held it in 24 quarters since.
  • 2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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