KFI
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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
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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Wellington Management Group
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VCM
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Key Financial Inc's NDAQ Position: Q1 2026 in Review

Key Financial Inc held its Nasdaq (NDAQ) position steady in Q1 2026 at 69 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Key Financial Inc first reported a position in NDAQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.7K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Key Financial Inc held 69 shares of Nasdaq worth $5.86K as of Q1 2026.
  • Key Financial Inc left its Nasdaq share count unchanged in Q1 2026.
  • Nasdaq made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1002 holding.
  • Key Financial Inc first reported a position in Nasdaq in Q2 2025 and has held it in 4 quarters since.
  • Key Financial Inc's Nasdaq position peaked at $6.7K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.