KFI
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Key Financial Inc’s Visa V Stock Holding History

Key Financial Inc’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$878K Buy
2,906
+130
+5% +$41.8K 0.16% 122
2025
Q4 		$974K Buy
2,776
+849
+44% +$289K 0.18% 106
2025
Q3 		$670K Buy
1,927
+9
+0.5% +$3.12K 0.12% 142
2025
Q2 		$681K Sell
1,918
-37
-2% -$12.9K 0.14% 128
2025
Q1 		$685K Sell
1,955
-15
-0.8% -$5.08K 0.15% 125
2024
Q4 		$623K Sell
1,970
-29
-1% -$8.72K 0.14% 129
2024
Q3 		$550K Buy
1,999
+21
+1% +$5.68K 0.12% 147
2024
Q2 		$519K Buy
1,978
+16
+0.8% +$4.38K 0.12% 140
2024
Q1 		$548K Hold
1,962
– – 0.14% 129
2023
Q4 		$511K Hold
1,962
– – 0.14% 120
2023
Q3 		$451K Hold
1,962
– – 0.15% 115
2023
Q2 		$466K Buy
1,962
+170
+9% +$38.9K 0.15% 118
2023
Q1 		$404K Hold
1,792
– – 0.15% 125
2022
Q4 		$318K Hold
1,792
– – 0.15% 124
2022
Q3 		$318K Hold
1,792
– – 0.15% 126
2022
Q2 		$357K Sell
1,792
-50
-3% -$10.3K 0.19% 102
2022
Q1 		$409K Buy
1,842
+335
+22% +$72.5K 0.2% 94
2021
Q4 		$327K Sell
1,507
-43
-3% -$9.23K 0.16% 109
2021
Q3 		$345K Buy
1,550
+15
+1% +$3.52K 0.2% 101
2021
Q2 		$378K Buy
1,535
+97
+7% +$22.2K 0.21% 96
2021
Q1 		$304K Buy
1,438
+100
+7% +$21K 0.2% 100
2020
Q4 		$293K Buy
1,338
+28
+2% +$5.73K 0.22% 85
2020
Q3 		$262K Hold
1,310
– – 0.27% 89
2020
Q2 		$251K Buy
1,310
+43
+3% +$7.86K 0.29% 85
2020
Q1 		$210K Hold
1,267
– – 0.22% 89
2019
Q4 		$238K Buy
+1,267
New +$228K 0.22% 93

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Key Financial Inc increased its Visa (V) stake by 4.7% in Q1 2026, buying an estimated $41.8K and bringing the position to 2,906 shares worth $878K. The position accounts for 0.16% of the portfolio, ranked #122.

Key Financial Inc first reported a position in V in Q4 2019 and has held it in 26 quarters since. The position peaked at $974K in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Key Financial Inc held 2,906 shares of Visa worth $878K as of Q1 2026.
  • Key Financial Inc bought 130 Visa shares in Q1 2026, an estimated $41.8K.
  • Visa made up 0.16% of Key Financial Inc's portfolio in Q1 2026, its #122 holding.
  • Key Financial Inc first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's Visa position peaked at $974K in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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