Key Financial Inc’s Patrick Industries PATK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.7K	Hold	253	–	–	﹤0.01%	703
2026 Q1	$28.1K	Hold	253	–	–	0.01%	655
2025 Q4	$27.4K	Hold	253	–	–	0.01%	656
2025 Q3	$26K	Hold	253	–	–	﹤0.01%	661
2025 Q2	$23.3K	Hold	253	–	–	﹤0.01%	661
2025 Q1	$21.4K	Hold	253	–	–	﹤0.01%	653
2024 Q4	$21K	Sell	253 -1	-0.4%	-$89	﹤0.01%	646
2024 Q3	$24.1K	Hold	254	–	–	0.01%	612
2024 Q2	$18.3K	Hold	254	–	–	﹤0.01%	650
2024 Q1	$20.2K	Hold	254	–	–	0.01%	611
2023 Q4	$17K	Hold	254	–	–	﹤0.01%	622
2023 Q3	$12.7K	Hold	254	–	–	﹤0.01%	659
2023 Q2	$13.5K	Buy	254 +96	+61%	+$4.52K	﹤0.01%	659
2023 Q1	$7.22K	Hold	158	–	–	﹤0.01%	747
2022 Q4	$4.6K	Hold	158	–	–	﹤0.01%	806
2022 Q3	$5K	Hold	158	–	–	﹤0.01%	798
2022 Q2	$6K	Hold	158	–	–	﹤0.01%	761
2022 Q1	$6K	Buy	+158	New	+$7.29K	﹤0.01%	756

Other funds holding PATK

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Key Financial Inc held its Patrick Industries (PATK) position steady in Q2 2026 at 253 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Key Financial Inc first reported a position in PATK in Q1 2022 and has held it in 18 quarters since. The position peaked at $28.1K in Q1 2026. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

Key Financial Inc held 253 shares of Patrick Industries worth $22.7K as of Q2 2026.
Key Financial Inc left its Patrick Industries share count unchanged in Q2 2026.
Patrick Industries made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #703 holding.
Key Financial Inc first reported a position in Patrick Industries in Q1 2022 and has held it in 18 quarters since.
Key Financial Inc's Patrick Industries position peaked at $28.1K in Q1 2026.
330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

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