Key Financial Inc
NDAQ icon

Key Financial Inc’s Nasdaq NDAQ Stock Holding History

Key Financial Inc’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.9K Buy
75
+6
+9% +$561 ﹤0.01% 940
2026
Q2 		$5.44K Hold
69
– – ﹤0.01% 1003
2026
Q1 		$5.86K Hold
69
– – ﹤0.01% 1002
2025
Q4 		$6.7K Hold
69
– – ﹤0.01% 976
2025
Q3 		$6K Hold
69
– – ﹤0.01% 1001
2025
Q2 		$6.17K Buy
+69
New +$5.51K ﹤0.01% 986

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Geode Capital Management
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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Key Financial Inc increased its Nasdaq (NDAQ) stake by 8.7% in Q3 2026, buying an estimated $561 and bringing the position to 75 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Key Financial Inc first reported a position in NDAQ in Q2 2025 and has held it in 6 quarters since. 568 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Key Financial Inc held 75 shares of Nasdaq worth $6.9K as of Q3 2026.
  • Key Financial Inc bought 6 Nasdaq shares in Q3 2026, an estimated $561.
  • Nasdaq made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #940 holding.
  • Key Financial Inc first reported a position in Nasdaq in Q2 2025 and has held it in 6 quarters since.
  • 568 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

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