Key Financial Inc
GDO icon

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
Q3 		– Sell
-500
Closed -$5.36K – 1337
2026
Q2 		$5.36K Buy
+500
New +$5.44K ﹤0.01% 1009

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LPL Financial
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Huntleigh Advisors
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Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Key Financial Inc sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q3 2026, closing a stake of 500 shares — an estimated $5.36K sold.

Key Financial Inc first reported a position in GDO in Q2 2026 and held it in 1 quarter. The position peaked at $5.36K in Q2 2026. 12 funds tracked by Wall St. Rank hold GDO as of Q3 2026.

  • Key Financial Inc reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q3 2026 after selling out during the quarter.
  • Key Financial Inc sold 500 Western Asset Global Corporate Defined Opportunity Fund shares in Q3 2026, an estimated $5.36K.
  • Key Financial Inc first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q2 2026 and held it in 1 quarter.
  • Key Financial Inc's Western Asset Global Corporate Defined Opportunity Fund position peaked at $5.36K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q3 2026.

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