Key Financial Inc
TEX icon

Key Financial Inc’s Terex TEX Stock Holding History

Key Financial Inc’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.94K Hold
113
– – ﹤0.01% 963
2026
Q2 		$8.18K Hold
113
– – ﹤0.01% 920
2026
Q1 		$6.68K Hold
113
– – ﹤0.01% 972
2025
Q4 		$6.03K Hold
113
– – ﹤0.01% 999
2025
Q3 		$5.84K Buy
+113
New +$5.76K ﹤0.01% 1008

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Geode Capital Management
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

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

Key Financial Inc held its Terex (TEX) position steady in Q3 2026 at 113 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Key Financial Inc first reported a position in TEX in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.18K in Q2 2026. 182 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Key Financial Inc held 113 shares of Terex worth $5.94K as of Q3 2026.
  • Key Financial Inc left its Terex share count unchanged in Q3 2026.
  • Terex made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #963 holding.
  • Key Financial Inc first reported a position in Terex in Q3 2025 and has held it in 5 quarters since.
  • Key Financial Inc's Terex position peaked at $8.18K in Q2 2026.
  • 182 funds tracked by Wall St. Rank held Terex as of Q3 2026.

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