Key Financial Inc
LXEO icon

Key Financial Inc’s Lexeo Therapeutics LXEO Stock Holding History

Key Financial Inc’s Portfolio LXEO Stock Details LXEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$676 Hold
200
– – ﹤0.01% 1204
2026
Q2 		$931 Hold
200
– – ﹤0.01% 1221
2026
Q1 		$1.15K Buy
+200
New +$1.42K ﹤0.01% 1237

Other funds holding LXEO

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Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Privium Fund Management
Privium Fund Management Amsterdam, Netherlands $516M AUM 18.66% 1-Year Est. Return

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

Key Financial Inc held its Lexeo Therapeutics (LXEO) position steady in Q3 2026 at 200 shares worth $676. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Key Financial Inc first reported a position in LXEO in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.15K in Q1 2026. 60 funds tracked by Wall St. Rank hold LXEO as of Q3 2026.

  • Key Financial Inc held 200 shares of Lexeo Therapeutics worth $676 as of Q3 2026.
  • Key Financial Inc left its Lexeo Therapeutics share count unchanged in Q3 2026.
  • Lexeo Therapeutics made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1204 holding.
  • Key Financial Inc first reported a position in Lexeo Therapeutics in Q1 2026 and has held it in 3 quarters since.
  • Key Financial Inc's Lexeo Therapeutics position peaked at $1.15K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q3 2026.

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