KFI
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Key Financial Inc’s Trade Desk TTD Stock Holding History

Key Financial Inc’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,200
Closed -$59.2K – 1509
2025
Q3 		$59.2K Sell
1,200
-9
-0.7% -$571 0.01% 484
2025
Q2 		$87K Hold
1,209
– – 0.02% 400
2025
Q1 		$66.2K Hold
1,209
– – 0.01% 430
2024
Q4 		$142K Hold
1,209
– – 0.03% 302
2024
Q3 		$133K Buy
1,209
+9
+0.8% +$898 0.03% 302
2024
Q2 		$117K Hold
1,200
– – 0.03% 311
2024
Q1 		$105K Hold
1,200
– – 0.03% 318
2023
Q4 		$86.4K Buy
1,200
+1,160
+2,900% +$85.2K 0.02% 334
2023
Q3 		$3.13K Hold
40
– – ﹤0.01% 1053
2023
Q2 		$3.09K Hold
40
– – ﹤0.01% 1100
2023
Q1 		$2.44K Hold
40
– – ﹤0.01% 929
2022
Q4 		$2.39K Hold
40
– – ﹤0.01% 927
2022
Q3 		$2K Hold
40
– – ﹤0.01% 980
2022
Q2 		$2K Hold
40
– – ﹤0.01% 962
2022
Q1 		$3K Buy
+40
New +$2.89K ﹤0.01% 893

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Key Financial Inc's TTD Position: Q4 2025 in Review

Key Financial Inc sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 1,200 shares — an estimated $59.2K sold.

Key Financial Inc first reported a position in TTD in Q1 2022 and held it in 15 quarters. The position peaked at $142K in Q4 2024. 945 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • Key Financial Inc reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • Key Financial Inc sold 1,200 Trade Desk shares in Q4 2025, an estimated $59.2K.
  • Key Financial Inc first reported a position in Trade Desk in Q1 2022 and held it in 15 quarters.
  • Key Financial Inc's Trade Desk position peaked at $142K in Q4 2024.
  • 945 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.