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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
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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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Key Financial Inc held its Nasdaq (NDAQ) position steady in Q2 2026 at 69 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Key Financial Inc first reported a position in NDAQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.7K in Q4 2025. 1,084 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Key Financial Inc held 69 shares of Nasdaq worth $5.44K as of Q2 2026.
  • Key Financial Inc left its Nasdaq share count unchanged in Q2 2026.
  • Nasdaq made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1003 holding.
  • Key Financial Inc first reported a position in Nasdaq in Q2 2025 and has held it in 5 quarters since.
  • Key Financial Inc's Nasdaq position peaked at $6.7K in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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