KFI
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Key Financial Inc’s Tapestry TPR Stock Holding History

Key Financial Inc’s Portfolio TPR Stock Details TPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.96K Sell
21
-2
-9% -$283 ﹤0.01% 1126
2025
Q4 		$2.94K Hold
23
– – ﹤0.01% 1127
2025
Q3 		$2.62K Buy
23
+2
+10% +$209 ﹤0.01% 1156
2025
Q2 		$1.84K Hold
21
– – ﹤0.01% 1196
2025
Q1 		$1.48K Hold
21
– – ﹤0.01% 1182
2024
Q4 		$1.37K Hold
21
– – ﹤0.01% 1196
2024
Q3 		$987 Hold
21
– – ﹤0.01% 1196
2024
Q2 		$899 Hold
21
– – ﹤0.01% 1196
2024
Q1 		$997 Hold
21
– – ﹤0.01% 1187
2023
Q4 		$773 Hold
21
– – ﹤0.01% 1205
2023
Q3 		$604 Hold
21
– – ﹤0.01% 1234
2023
Q2 		$899 Buy
+21
New +$874 ﹤0.01% 1255

Other funds holding TPR

BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return