Key Financial Inc’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-25	Closed	-$1.44K	–	1411
2024 Q4	$1.44K	Hold	25	–	–	﹤0.01%	1186
2024 Q3	$2.08K	Hold	25	–	–	﹤0.01%	1104
2024 Q2	$1.96K	Hold	25	–	–	﹤0.01%	1110
2024 Q1	$2.5K	Hold	25	–	–	﹤0.01%	1070
2023 Q4	$2.37K	Hold	25	–	–	﹤0.01%	1079
2023 Q3	$2.6K	Hold	25	–	–	﹤0.01%	1077
2023 Q2	$3.02K	Hold	25	–	–	﹤0.01%	1105
2023 Q1	$2.77K	Hold	25	–	–	﹤0.01%	907
2022 Q4	$2.39K	Hold	25	–	–	﹤0.01%	926
2022 Q3	$2K	Hold	25	–	–	﹤0.01%	968
2022 Q2	$3K	Hold	25	–	–	﹤0.01%	902
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	883
2021 Q4	$3K	Hold	25	–	–	﹤0.01%	788
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	771
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	743
2021 Q1	$3K	Hold	25	–	–	﹤0.01%	657
2020 Q4	$2K	Buy	+25	New	+$2.39K	﹤0.01%	651

Other funds holding PII

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

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

American Century Companies

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