KFI
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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
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 		$8.19K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Key Financial Inc's ROST Position: Q1 2026 in Review

Key Financial Inc reduced its Ross Stores (ROST) stake by 0.85% in Q1 2026, selling an estimated $996 and leaving 585 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #367.

Key Financial Inc first reported a position in ROST in Q1 2020 and has held it in 21 quarters since. 1,348 funds tracked by Wall St. Rank hold ROST as of Q1 2026.

  • Key Financial Inc held 585 shares of Ross Stores worth $127K as of Q1 2026.
  • Key Financial Inc sold 5 Ross Stores shares in Q1 2026, an estimated $996.
  • Ross Stores made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #367 holding.
  • Key Financial Inc first reported a position in Ross Stores in Q1 2020 and has held it in 21 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Ross Stores as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.