Key Financial Inc
OPK icon

Key Financial Inc’s Opko Health OPK Stock Holding History

Key Financial Inc’s Portfolio OPK Stock Details OPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.3K Hold
13,250
– – ﹤0.01% 696
2026
Q2 		$19.9K Hold
13,250
– – ﹤0.01% 728
2026
Q1 		$15.1K Sell
13,250
-2,000
-13% -$2.46K ﹤0.01% 784
2025
Q4 		$19.2K Buy
15,250
+4,250
+39% +$5.91K ﹤0.01% 730
2025
Q3 		$17K Hold
11,000
– – ﹤0.01% 743
2025
Q2 		$14.5K Hold
11,000
– – ﹤0.01% 761
2025
Q1 		$18.3K Hold
11,000
– – ﹤0.01% 688
2024
Q4 		$16.2K Hold
11,000
– – ﹤0.01% 711
2024
Q3 		$16.4K Buy
11,000
+10,000
+1,000% +$14.8K ﹤0.01% 688
2024
Q2 		$1.25K Buy
+1,000
New +$1.3K ﹤0.01% 1156

Other funds holding OPK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Washington Growth Strategies
Washington Growth Strategies Washington, District of Columbia $183M AUM 21.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Y.D. More Investments
Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

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

Key Financial Inc held its Opko Health (OPK) position steady in Q3 2026 at 13,250 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Key Financial Inc first reported a position in OPK in Q2 2024 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold OPK as of Q3 2026.

  • Key Financial Inc held 13,250 shares of Opko Health worth $21.3K as of Q3 2026.
  • Key Financial Inc left its Opko Health share count unchanged in Q3 2026.
  • Opko Health made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #696 holding.
  • Key Financial Inc first reported a position in Opko Health in Q2 2024 and has held it in 10 quarters since.
  • 86 funds tracked by Wall St. Rank held Opko Health as of Q3 2026.

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