KFI
GDO

Key Financial Inc’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Key Financial Inc’s Portfolio GDO Stock Details GDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.37K Buy
+500
New +$5.45K ﹤0.01% 1009

Other funds holding GDO

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

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

Key Financial Inc opened a new position in Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q2 2026: 500 shares worth $5.37K. The stake represents ﹤0.01% of the portfolio and ranks #1009 among its holdings.

10 funds tracked by Wall St. Rank hold GDO as of Q2 2026.

  • Key Financial Inc held 500 shares of Western Asset Global Corporate Defined Opportunity Fund worth $5.37K as of Q2 2026.
  • Western Asset Global Corporate Defined Opportunity Fund was a new Key Financial Inc position in Q2 2026.
  • Western Asset Global Corporate Defined Opportunity Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1009 holding.
  • 10 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q2 2026.

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