Key Financial Inc’s MSCI MSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.28K	Hold	13	–	–	﹤0.01%	947
2026 Q1	$7.01K	Hold	13	–	–	﹤0.01%	965
2025 Q4	$7.46K	Sell	13 -4	-24%	-$2.24K	﹤0.01%	956
2025 Q3	$9.39K	Sell	17 -2	-11%	-$1.13K	﹤0.01%	895
2025 Q2	$11K	Hold	19	–	–	﹤0.01%	830
2025 Q1	$10.7K	Hold	19	–	–	﹤0.01%	799
2024 Q4	$11.4K	Buy	19 +4	+27%	+$2.4K	﹤0.01%	789
2024 Q3	$8.74K	Buy	15 +2	+15%	+$1.08K	﹤0.01%	835
2024 Q2	$6.26K	Hold	13	–	–	﹤0.01%	896
2024 Q1	$7.29K	Hold	13	–	–	﹤0.01%	837
2023 Q4	$7.35K	Hold	13	–	–	﹤0.01%	818
2023 Q3	$6.67K	Hold	13	–	–	﹤0.01%	829
2023 Q2	$6.1K	Buy	13 +8	+160%	+$3.9K	﹤0.01%	855
2023 Q1	$2.8K	Hold	5	–	–	﹤0.01%	904
2022 Q4	$2.11K	Hold	5	–	–	﹤0.01%	944
2022 Q3	$2K	Hold	5	–	–	﹤0.01%	961
2022 Q2	$2K	Hold	5	–	–	﹤0.01%	947
2022 Q1	$3K	Hold	5	–	–	﹤0.01%	877
2021 Q4	$3K	Hold	5	–	–	﹤0.01%	784
2021 Q3	$3K	Buy	+5	New	+$3.06K	﹤0.01%	767

Other funds holding MSCI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Key Financial Inc held its MSCI (MSCI) position steady in Q2 2026 at 13 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Key Financial Inc first reported a position in MSCI in Q3 2021 and has held it in 20 quarters since. The position peaked at $11.4K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Key Financial Inc held 13 shares of MSCI worth $7.28K as of Q2 2026.
Key Financial Inc left its MSCI share count unchanged in Q2 2026.
MSCI made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #947 holding.
Key Financial Inc first reported a position in MSCI in Q3 2021 and has held it in 20 quarters since.
Key Financial Inc's MSCI position peaked at $11.4K in Q4 2024.
1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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