Key Financial Inc’s Mount Logan Capital Inc MLCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$31	Hold	9	–	–	﹤0.01%	1297
2026 Q2	$31	Hold	9	–	–	﹤0.01%	1346
2026 Q1	$32	Hold	9	–	–	﹤0.01%	1383
2025 Q4	$74	Hold	9	–	–	﹤0.01%	1418
2025 Q3	$70	Buy	+9	New	+$71	﹤0.01%	1436

Other funds holding MLCI

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Key Financial Inc held its Mount Logan Capital Inc (MLCI) position steady in Q3 2026 at 9 shares worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Key Financial Inc first reported a position in MLCI in Q3 2025 and has held it in 5 quarters since. The position peaked at $74 in Q4 2025. 7 funds tracked by Wall St. Rank hold MLCI as of Q3 2026.

Key Financial Inc held 9 shares of Mount Logan Capital Inc worth $31 as of Q3 2026.
Key Financial Inc left its Mount Logan Capital Inc share count unchanged in Q3 2026.
Mount Logan Capital Inc made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1297 holding.
Key Financial Inc first reported a position in Mount Logan Capital Inc in Q3 2025 and has held it in 5 quarters since.
Key Financial Inc's Mount Logan Capital Inc position peaked at $74 in Q4 2025.
7 funds tracked by Wall St. Rank held Mount Logan Capital Inc as of Q3 2026.

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