KFI
PBPH

Key Financial Inc’s Portfolio Building Block World Pharma and Biotech Index ETF PBPH Stock Holding History

Key Financial Inc’s Portfolio PBPH Stock Details PBPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,136
Closed -$29K – 1464
2026
Q1 		$29K Buy
+1,136
New +$29.6K 0.01% 646

Other funds holding PBPH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Key Financial Inc sold out of Portfolio Building Block World Pharma and Biotech Index ETF (PBPH) in Q2 2026, closing a stake of 1,136 shares — an estimated $29K sold.

Key Financial Inc first reported a position in PBPH in Q1 2026 and held it in 1 quarter. The position peaked at $29K in Q1 2026. 9 funds tracked by Wall St. Rank hold PBPH as of Q2 2026.

  • Key Financial Inc reported no remaining Portfolio Building Block World Pharma and Biotech Index ETF position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 1,136 Portfolio Building Block World Pharma and Biotech Index ETF shares in Q2 2026, an estimated $29K.
  • Key Financial Inc first reported a position in Portfolio Building Block World Pharma and Biotech Index ETF in Q1 2026 and held it in 1 quarter.
  • Key Financial Inc's Portfolio Building Block World Pharma and Biotech Index ETF position peaked at $29K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Portfolio Building Block World Pharma and Biotech Index ETF as of Q2 2026.

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