Key Financial Inc’s Owens Corning OC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$144K	Hold	908	–	–	0.02%	359
2026 Q1	$98.3K	Hold	908	–	–	0.02%	407
2025 Q4	$102K	Hold	908	–	–	0.02%	392
2025 Q3	$128K	Hold	908	–	–	0.02%	354
2025 Q2	$125K	Hold	908	–	–	0.03%	343
2025 Q1	$130K	Hold	908	–	–	0.03%	320
2024 Q4	$155K	Hold	908	–	–	0.04%	291
2024 Q3	$160K	Hold	908	–	–	0.04%	273
2024 Q2	$158K	Hold	908	–	–	0.04%	267
2024 Q1	$151K	Hold	908	–	–	0.04%	255
2023 Q4	$135K	Hold	908	–	–	0.04%	255
2023 Q3	$124K	Hold	908	–	–	0.04%	255
2023 Q2	$118K	Buy	908 +38	+4%	+$4.16K	0.04%	265
2023 Q1	$83.3K	Hold	870	–	–	0.03%	321
2022 Q4	$68.4K	Hold	870	–	–	0.03%	309
2022 Q3	$68K	Hold	870	–	–	0.03%	315
2022 Q2	$67K	Hold	870	–	–	0.04%	308
2022 Q1	$80K	Hold	870	–	–	0.04%	293
2021 Q4	$79K	Hold	870	–	–	0.04%	272
2021 Q3	$74K	Hold	870	–	–	0.04%	273
2021 Q2	$84K	Buy	+870	New	+$86.9K	0.05%	259

Other funds holding OC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

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

Key Financial Inc held its Owens Corning (OC) position steady in Q2 2026 at 908 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #359.

Key Financial Inc first reported a position in OC in Q2 2021 and has held it in 21 quarters since. The position peaked at $160K in Q3 2024. 691 funds tracked by Wall St. Rank hold OC as of Q2 2026.

Key Financial Inc held 908 shares of Owens Corning worth $144K as of Q2 2026.
Key Financial Inc left its Owens Corning share count unchanged in Q2 2026.
Owens Corning made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #359 holding.
Key Financial Inc first reported a position in Owens Corning in Q2 2021 and has held it in 21 quarters since.
Key Financial Inc's Owens Corning position peaked at $160K in Q3 2024.
691 funds tracked by Wall St. Rank held Owens Corning as of Q2 2026.

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