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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return