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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Key Financial Inc reduced its State Street (STT) stake by 0.22% in Q1 2026, selling an estimated $639 and leaving 2,269 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #244.

Key Financial Inc first reported a position in STT in Q1 2020 and has held it in 23 quarters since. The position peaked at $293K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Key Financial Inc held 2,269 shares of State Street worth $287K as of Q1 2026.
Key Financial Inc sold 5 State Street shares in Q1 2026, an estimated $639.
State Street made up 0.05% of Key Financial Inc's portfolio in Q1 2026, its #244 holding.
Key Financial Inc first reported a position in State Street in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's State Street position peaked at $293K in Q4 2025.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

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