Key Financial Inc’s State Street STT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$385K	Hold	2,269	–	–	0.06%	218
2026 Q1	$287K	Sell	2,269 -5	-0.2%	-$639	0.05%	244
2025 Q4	$293K	Hold	2,274	–	–	0.05%	237
2025 Q3	$258K	Sell	2,274 -2	-0.1%	-$223	0.05%	251
2025 Q2	$242K	Hold	2,276	–	–	0.05%	248
2025 Q1	$204K	Hold	2,276	–	–	0.04%	263
2024 Q4	$223K	Hold	2,276	–	–	0.05%	239
2024 Q3	$201K	Buy	2,276 +7	+0.3%	+$577	0.04%	251
2024 Q2	$168K	Hold	2,269	–	–	0.04%	263
2024 Q1	$175K	Hold	2,269	–	–	0.04%	243
2023 Q4	$176K	Hold	2,269	–	–	0.05%	232
2023 Q3	$152K	Hold	2,269	–	–	0.05%	234
2023 Q2	$166K	Hold	2,269	–	–	0.06%	228
2023 Q1	$172K	Hold	2,269	–	–	0.06%	213
2022 Q4	$138K	Hold	2,269	–	–	0.07%	211
2022 Q3	$138K	Hold	2,269	–	–	0.06%	213
2022 Q2	$144K	Hold	2,269	–	–	0.08%	197
2022 Q1	$198K	Hold	2,269	–	–	0.1%	165
2021 Q4	$211K	Hold	2,269	–	–	0.11%	151
2021 Q3	$192K	Sell	2,269 -920	-29%	-$80K	0.11%	154
2021 Q2	$278K	Buy	3,189 +920	+41%	+$77.7K	0.16%	117
2021 Q1	$191K	Hold	2,269	–	–	0.13%	143
2020 Q4	$165K	Buy	+2,269	New	+$154K	0.12%	139
2020 Q2	–	Sell	-2,269	Closed	-$117K	–	555
2020 Q1	$117K	Buy	+2,269	New	+$158K	0.12%	135

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Key Financial Inc held its State Street (STT) position steady in Q2 2026 at 2,269 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #218.

Key Financial Inc first reported a position in STT in Q1 2020 and has held it in 24 quarters since. 1,258 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Key Financial Inc held 2,269 shares of State Street worth $385K as of Q2 2026.
Key Financial Inc left its State Street share count unchanged in Q2 2026.
State Street made up 0.06% of Key Financial Inc's portfolio in Q2 2026, its #218 holding.
Key Financial Inc first reported a position in State Street in Q1 2020 and has held it in 24 quarters since.
1,258 funds tracked by Wall St. Rank held State Street as of Q2 2026.

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