Key Financial Inc’s Aberdeen Intermediate Income Fund MIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$188	Hold	75	–	–	﹤0.01%	1345
2025 Q4	$196	Hold	75	–	–	﹤0.01%	1382
2025 Q3	$200	Hold	75	–	–	﹤0.01%	1399
2025 Q2	$203	Hold	75	–	–	﹤0.01%	1379
2025 Q1	$202	Hold	75	–	–	﹤0.01%	1338
2024 Q4	$200	Hold	75	–	–	﹤0.01%	1336
2024 Q3	$204	Sell	75 -75	-50%	-$204	﹤0.01%	1308
2024 Q2	$399	Hold	150	–	–	﹤0.01%	1265
2024 Q1	$399	Hold	150	–	–	﹤0.01%	1245
2023 Q4	$402	Hold	150	–	–	﹤0.01%	1251
2023 Q3	$402	Hold	150	–	–	﹤0.01%	1266
2023 Q2	$411	Hold	150	–	–	﹤0.01%	1312
2023 Q1	$416	Hold	150	–	–	﹤0.01%	1105
2022 Q4	$422	Hold	150	–	–	﹤0.01%	1107
2022 Q3	$0	Hold	150	–	–	﹤0.01%	1158
2022 Q2	$0	Hold	150	–	–	﹤0.01%	1136
2022 Q1	$0	Hold	150	–	–	﹤0.01%	1092
2021 Q4	$1K	Hold	150	–	–	﹤0.01%	908
2021 Q3	$1K	Hold	150	–	–	﹤0.01%	876
2021 Q2	$1K	Hold	150	–	–	﹤0.01%	827
2021 Q1	$1K	Hold	150	–	–	﹤0.01%	736
2020 Q4	$1K	Buy	+150	New	+$565	﹤0.01%	685
2020 Q2	–	Sell	-150	Closed	-$1K	–	413
2020 Q1	$1K	Buy	+150	New	+$562	﹤0.01%	647

Other funds holding MIN

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Key Financial Inc's MIN Position: Q1 2026 in Review

Key Financial Inc held its Aberdeen Intermediate Income Fund (MIN) position steady in Q1 2026 at 75 shares worth $188. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Key Financial Inc first reported a position in MIN in Q1 2020 and has held it in 23 quarters since. The position peaked at $1K in Q4 2021. 84 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

Key Financial Inc held 75 shares of Aberdeen Intermediate Income Fund worth $188 as of Q1 2026.
Key Financial Inc left its Aberdeen Intermediate Income Fund share count unchanged in Q1 2026.
Aberdeen Intermediate Income Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1345 holding.
Key Financial Inc first reported a position in Aberdeen Intermediate Income Fund in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Aberdeen Intermediate Income Fund position peaked at $1K in Q4 2021.
84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.