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 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

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

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

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

Key Financial Inc held its Mount Logan Capital Inc (MLCI) position steady in Q2 2026 at 9 shares worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Key Financial Inc first reported a position in MLCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $74 in Q4 2025. 6 funds tracked by Wall St. Rank hold MLCI as of Q2 2026.

Key Financial Inc held 9 shares of Mount Logan Capital Inc worth $31 as of Q2 2026.
Key Financial Inc left its Mount Logan Capital Inc share count unchanged in Q2 2026.
Mount Logan Capital Inc made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1346 holding.
Key Financial Inc first reported a position in Mount Logan Capital Inc in Q3 2025 and has held it in 4 quarters since.
Key Financial Inc's Mount Logan Capital Inc position peaked at $74 in Q4 2025.
6 funds tracked by Wall St. Rank held Mount Logan Capital Inc as of Q2 2026.

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