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
Q2 		$984K Sell
2,867
-39
-1% -$12.5K 0.16% 117
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Key Financial Inc's V Position: Q2 2026 in Review

Key Financial Inc reduced its Visa (V) stake by 1.3% in Q2 2026, selling an estimated $12.5K and leaving 2,867 shares worth $984K. The position accounts for 0.16% of the portfolio, ranked #117.

Key Financial Inc first reported a position in V in Q4 2019 and has held it in 27 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Key Financial Inc held 2,867 shares of Visa worth $984K as of Q2 2026.
  • Key Financial Inc sold 39 Visa shares in Q2 2026, an estimated $12.5K.
  • Visa made up 0.16% of Key Financial Inc's portfolio in Q2 2026, its #117 holding.
  • Key Financial Inc first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.