Key Financial Inc
IR icon

Key Financial Inc’s Ingersoll Rand IR Stock Holding History

Key Financial Inc’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.93K Hold
79
– – ﹤0.01% 965
2026
Q2 		$6.48K Hold
79
– – ﹤0.01% 966
2026
Q1 		$6.33K Hold
79
– – ﹤0.01% 983
2025
Q4 		$6.26K Hold
79
– – ﹤0.01% 987
2025
Q3 		$6.6K Buy
+79
New +$6.48K ﹤0.01% 976

Other funds holding IR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Key Financial Inc held its Ingersoll Rand (IR) position steady in Q3 2026 at 79 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Key Financial Inc first reported a position in IR in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.6K in Q3 2025. 496 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Key Financial Inc held 79 shares of Ingersoll Rand worth $5.93K as of Q3 2026.
  • Key Financial Inc left its Ingersoll Rand share count unchanged in Q3 2026.
  • Ingersoll Rand made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #965 holding.
  • Key Financial Inc first reported a position in Ingersoll Rand in Q3 2025 and has held it in 5 quarters since.
  • Key Financial Inc's Ingersoll Rand position peaked at $6.6K in Q3 2025.
  • 496 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

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