Key Financial Inc
LRGF icon

Key Financial Inc’s iShares US Equity Factor ETF LRGF Stock Holding History

Key Financial Inc’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$67K Hold
860
– – 0.01% 485
2026
Q2 		$65K Hold
860
– – 0.01% 493
2026
Q1 		$56.8K Hold
860
– – 0.01% 499
2025
Q4 		$59.7K Buy
+860
New +$59.6K 0.01% 480

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Annex Advisory Services
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SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

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

Key Financial Inc held its iShares US Equity Factor ETF (LRGF) position steady in Q3 2026 at 860 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #485.

Key Financial Inc first reported a position in LRGF in Q4 2025 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold LRGF as of Q3 2026.

  • Key Financial Inc held 860 shares of iShares US Equity Factor ETF worth $67K as of Q3 2026.
  • Key Financial Inc left its iShares US Equity Factor ETF share count unchanged in Q3 2026.
  • iShares US Equity Factor ETF made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #485 holding.
  • Key Financial Inc first reported a position in iShares US Equity Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2026.

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