KFI
HIX

Key Financial Inc’s Western Asset High Income Fund II HIX Stock Holding History

Key Financial Inc’s Portfolio HIX Stock Details HIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.96K Buy
+1,000
New +$3.97K ﹤0.01% 1062
2026
Q1 		– Sell
-2,254
Closed -$9.38K – 1427
2025
Q4 		$9.38K Buy
+2,254
New +$9.5K ﹤0.01% 901

Other funds holding HIX

GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

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

Key Financial Inc opened a new position in Western Asset High Income Fund II (HIX) in Q2 2026: 1,000 shares worth $3.96K. The stake represents ﹤0.01% of the portfolio and ranks #1062 among its holdings. This is a return to the name: Key Financial Inc previously reported a position in HIX as recently as Q4 2025.

Key Financial Inc first reported a position in HIX in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.38K in Q4 2025. 37 funds tracked by Wall St. Rank hold HIX as of Q2 2026.

  • Key Financial Inc held 1,000 shares of Western Asset High Income Fund II worth $3.96K as of Q2 2026.
  • Western Asset High Income Fund II was a new Key Financial Inc position in Q2 2026.
  • Western Asset High Income Fund II made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1062 holding.
  • Key Financial Inc first reported a position in Western Asset High Income Fund II in Q4 2025 and has held it in 2 quarters since.
  • Key Financial Inc's Western Asset High Income Fund II position peaked at $9.38K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q2 2026.

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