Key Financial Inc’s MainStay CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.6K	Buy	+500	New	+$7.58K	﹤0.01%	937

Other funds holding MEGI

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

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

Key Financial Inc opened a new position in MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) in Q2 2026: 500 shares worth $7.6K. The stake represents ﹤0.01% of the portfolio and ranks #937 among its holdings.

77 funds tracked by Wall St. Rank hold MEGI as of Q2 2026.

Key Financial Inc held 500 shares of MainStay CBRE Global Infrastructure Megatrends Term Fund worth $7.6K as of Q2 2026.
MainStay CBRE Global Infrastructure Megatrends Term Fund was a new Key Financial Inc position in Q2 2026.
MainStay CBRE Global Infrastructure Megatrends Term Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #937 holding.
77 funds tracked by Wall St. Rank held MainStay CBRE Global Infrastructure Megatrends Term Fund as of Q2 2026.

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