Key Financial Inc
ROST icon

Key Financial Inc’s Ross Stores ROST Stock Holding History

Key Financial Inc’s Portfolio ROST Stock Details ROST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$137K Buy
589
+4
+0.7% +$938 0.02% 358
2026
Q2 		$125K Hold
585
– – 0.02% 383
2026
Q1 		$127K Sell
585
-5
-0.8% -$996 0.02% 367
2025
Q4 		$106K Sell
590
-77
-12% -$12.8K 0.02% 384
2025
Q3 		$102K Buy
667
+5
+0.8% +$714 0.02% 389
2025
Q2 		$84.5K Hold
662
– – 0.02% 403
2025
Q1 		$84.6K Hold
662
– – 0.02% 389
2024
Q4 		$100K Buy
662
+77
+13% +$11.3K 0.02% 354
2024
Q3 		$88K Buy
585
+8
+1% +$1.18K 0.02% 368
2024
Q2 		$83.8K Buy
577
+504
+690% +$69.7K 0.02% 365
2024
Q1 		$10.7K Hold
73
– – ﹤0.01% 736
2023
Q4 		$10.1K Hold
73
– – ﹤0.01% 733
2023
Q3 		$8.24K Hold
73
– – ﹤0.01% 772
2023
Q2 		$8.18K Hold
73
– – ﹤0.01% 783
2023
Q1 		$7.75K Hold
73
– – ﹤0.01% 729
2022
Q4 		$6.15K Hold
73
– – ﹤0.01% 746
2022
Q3 		$6K Hold
73
– – ﹤0.01% 763
2022
Q2 		$5K Hold
73
– – ﹤0.01% 809
2022
Q1 		$7K Hold
73
– – ﹤0.01% 730
2021
Q4 		$8K Hold
73
– – ﹤0.01% 635
2021
Q3 		$8K Sell
73
-779
-91% -$93.4K ﹤0.01% 633
2021
Q2 		$105K Buy
+852
New +$106K 0.06% 226
2020
Q2 		– Sell
-250
Closed -$21K – 508
2020
Q1 		$21K Buy
+250
New +$26.7K 0.02% 318

Other funds holding ROST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

Key Financial Inc increased its Ross Stores (ROST) stake by 0.68% in Q3 2026, buying an estimated $938 and bringing the position to 589 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #358.

Key Financial Inc first reported a position in ROST in Q1 2020 and has held it in 23 quarters since. 859 funds tracked by Wall St. Rank hold ROST as of Q3 2026.

  • Key Financial Inc held 589 shares of Ross Stores worth $137K as of Q3 2026.
  • Key Financial Inc bought 4 Ross Stores shares in Q3 2026, an estimated $938.
  • Ross Stores made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #358 holding.
  • Key Financial Inc first reported a position in Ross Stores in Q1 2020 and has held it in 23 quarters since.
  • 859 funds tracked by Wall St. Rank held Ross Stores as of Q3 2026.

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