Key Financial Inc’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$54.8K	Buy	+2,590	New	+$53.7K	0.01%	515
2024 Q3	–	Sell	-246	Closed	-$4.89K	–	1356
2024 Q2	$4.89K	Hold	246	–	–	﹤0.01%	960
2024 Q1	$4.94K	Hold	246	–	–	﹤0.01%	947
2023 Q4	$4.53K	Hold	246	–	–	﹤0.01%	961
2023 Q3	$4.2K	Hold	246	–	–	﹤0.01%	963
2023 Q2	$4.48K	Hold	246	–	–	﹤0.01%	968
2023 Q1	$4.39K	Hold	246	–	–	﹤0.01%	834
2022 Q4	$4.45K	Hold	246	–	–	﹤0.01%	812
2022 Q3	$4K	Hold	246	–	–	﹤0.01%	834
2022 Q2	$5K	Hold	246	–	–	﹤0.01%	797
2022 Q1	$6K	Hold	246	–	–	﹤0.01%	751
2021 Q4	$7K	Hold	246	–	–	﹤0.01%	657
2021 Q3	$7K	Hold	246	–	–	﹤0.01%	653
2021 Q2	$7K	Sell	246 -564	-70%	-$15.1K	﹤0.01%	640
2021 Q1	$21K	Hold	810	–	–	0.01%	394
2020 Q4	$22K	Buy	+810	New	+$19.9K	0.02%	363

Other funds holding LDP

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

GCM

Glaxis Capital Management Sarasota, Florida $49.8M AUM 23.19% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Key Financial Inc opened a new position in Cohen & Steers Duration Preferred & Income Fund (LDP) in Q2 2026: 2,590 shares worth $54.8K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings. This is a return to the name: Key Financial Inc previously reported a position in LDP as recently as Q2 2024.

Key Financial Inc first reported a position in LDP in Q4 2020 and has held it in 16 quarters since. 79 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

Key Financial Inc held 2,590 shares of Cohen & Steers Duration Preferred & Income Fund worth $54.8K as of Q2 2026.
Cohen & Steers Duration Preferred & Income Fund was a new Key Financial Inc position in Q2 2026.
Cohen & Steers Duration Preferred & Income Fund made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #515 holding.
Key Financial Inc first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2020 and has held it in 16 quarters since.
79 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

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