Key Financial Inc’s Installed Building Products IBP Stock Holding History

Key Financial Inc’s Portfolio IBP Stock Details IBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.96K	Hold	39	–	–	﹤0.01%	906
2026 Q1	$10.3K	Hold	39	–	–	﹤0.01%	875
2025 Q4	$10.1K	Hold	39	–	–	﹤0.01%	885
2025 Q3	$9.56K	Hold	39	–	–	﹤0.01%	892
2025 Q2	$7.03K	Hold	39	–	–	﹤0.01%	952
2025 Q1	$6.69K	Hold	39	–	–	﹤0.01%	925
2024 Q4	$6.83K	Hold	39	–	–	﹤0.01%	903
2024 Q3	$9.61K	Hold	39	–	–	﹤0.01%	812
2024 Q2	$8.02K	Hold	39	–	–	﹤0.01%	835
2024 Q1	$10.1K	Hold	39	–	–	﹤0.01%	755
2023 Q4	$7.13K	Hold	39	–	–	﹤0.01%	827
2023 Q3	$4.87K	Hold	39	–	–	﹤0.01%	913
2023 Q2	$5.47K	Buy	+39	New	+$4.59K	﹤0.01%	909

Other funds holding IBP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Key Financial Inc held its Installed Building Products (IBP) position steady in Q2 2026 at 39 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Key Financial Inc first reported a position in IBP in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.3K in Q1 2026. 428 funds tracked by Wall St. Rank hold IBP as of Q2 2026.

Key Financial Inc held 39 shares of Installed Building Products worth $8.96K as of Q2 2026.
Key Financial Inc left its Installed Building Products share count unchanged in Q2 2026.
Installed Building Products made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #906 holding.
Key Financial Inc first reported a position in Installed Building Products in Q2 2023 and has held it in 13 quarters since.
Key Financial Inc's Installed Building Products position peaked at $10.3K in Q1 2026.
428 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2026.

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