KFI
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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
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

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VPM
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VCM
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TAM
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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return