Key Financial Inc
SOLS icon

Key Financial Inc’s Solstice Advanced Materials SOLS Stock Holding History

Key Financial Inc’s Portfolio SOLS Stock Details SOLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.4K Sell
291
-2
-0.7% -$121 ﹤0.01% 757
2026
Q2 		$26K Hold
293
– – ﹤0.01% 673
2026
Q1 		$22.3K Hold
293
– – ﹤0.01% 703
2025
Q4 		$14.2K Buy
+293
New +$13.8K ﹤0.01% 797

Other funds holding SOLS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Key Financial Inc reduced its Solstice Advanced Materials (SOLS) stake by 0.68% in Q3 2026, selling an estimated $121 and leaving 291 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Key Financial Inc first reported a position in SOLS in Q4 2025 and has held it in 4 quarters since. The position peaked at $26K in Q2 2026. 519 funds tracked by Wall St. Rank hold SOLS as of Q3 2026.

  • Key Financial Inc held 291 shares of Solstice Advanced Materials worth $16.4K as of Q3 2026.
  • Key Financial Inc sold 2 Solstice Advanced Materials shares in Q3 2026, an estimated $121.
  • Solstice Advanced Materials made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #757 holding.
  • Key Financial Inc first reported a position in Solstice Advanced Materials in Q4 2025 and has held it in 4 quarters since.
  • Key Financial Inc's Solstice Advanced Materials position peaked at $26K in Q2 2026.
  • 519 funds tracked by Wall St. Rank held Solstice Advanced Materials as of Q3 2026.

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