Key Financial Inc’s Stride LRN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$69K	Hold	800	–	–	0.01%	480
2026 Q1	$70.5K	Hold	800	–	–	0.01%	469
2025 Q4	$51.9K	Hold	800	–	–	0.01%	504
2025 Q3	$116K	Hold	800	–	–	0.02%	372
2025 Q2	$116K	Hold	800	–	–	0.02%	352
2025 Q1	$101K	Hold	800	–	–	0.02%	356
2024 Q4	$83.1K	Hold	800	–	–	0.02%	392
2024 Q3	$68.2K	Hold	800	–	–	0.02%	419
2024 Q2	$56.4K	Hold	800	–	–	0.01%	446
2024 Q1	$50.4K	Hold	800	–	–	0.01%	439
2023 Q4	$47.5K	Hold	800	–	–	0.01%	436
2023 Q3	$36K	Hold	800	–	–	0.01%	458
2023 Q2	$29.8K	Hold	800	–	–	0.01%	490
2023 Q1	$31.4K	Hold	800	–	–	0.01%	457
2022 Q4	$33.6K	Hold	800	–	–	0.02%	421
2022 Q3	$34K	Hold	800	–	–	0.02%	421
2022 Q2	$33K	Hold	800	–	–	0.02%	428
2022 Q1	$29K	Hold	800	–	–	0.01%	439
2021 Q4	$27K	Hold	800	–	–	0.01%	434
2021 Q3	$29K	Buy	+800	New	+$26.2K	0.02%	411

Other funds holding LRN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jupiter Topco New York $245B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Key Financial Inc held its Stride (LRN) position steady in Q2 2026 at 800 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #480.

Key Financial Inc first reported a position in LRN in Q3 2021 and has held it in 20 quarters since. The position peaked at $116K in Q2 2025. 413 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

Key Financial Inc held 800 shares of Stride worth $69K as of Q2 2026.
Key Financial Inc left its Stride share count unchanged in Q2 2026.
Stride made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #480 holding.
Key Financial Inc first reported a position in Stride in Q3 2021 and has held it in 20 quarters since.
Key Financial Inc's Stride position peaked at $116K in Q2 2025.
413 funds tracked by Wall St. Rank held Stride as of Q2 2026.

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