Key Financial Inc
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Key Financial Inc’s WESCO International WCC Stock Holding History

Key Financial Inc’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.2K Hold
70
– – ﹤0.01% 659
2026
Q2 		$24.2K Hold
70
– – ﹤0.01% 688
2026
Q1 		$19.2K Hold
70
– – ﹤0.01% 737
2025
Q4 		$17.1K Hold
70
– – ﹤0.01% 749
2025
Q3 		$14.9K Hold
70
– – ﹤0.01% 781
2025
Q2 		$13K Hold
70
– – ﹤0.01% 783
2025
Q1 		$10.9K Hold
70
– – ﹤0.01% 796
2024
Q4 		$12.7K Hold
70
– – ﹤0.01% 764
2024
Q3 		$11.8K Hold
70
– – ﹤0.01% 752
2024
Q2 		$11.1K Hold
70
– – ﹤0.01% 744
2024
Q1 		$12K Hold
70
– – ﹤0.01% 708
2023
Q4 		$12.2K Hold
70
– – ﹤0.01% 689
2023
Q3 		$10.1K Hold
70
– – ﹤0.01% 708
2023
Q2 		$12.5K Buy
+70
New +$10.2K ﹤0.01% 671

Other funds holding WCC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Key Financial Inc held its WESCO International (WCC) position steady in Q3 2026 at 70 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Key Financial Inc first reported a position in WCC in Q2 2023 and has held it in 14 quarters since. 420 funds tracked by Wall St. Rank hold WCC as of Q3 2026.

  • Key Financial Inc held 70 shares of WESCO International worth $25.2K as of Q3 2026.
  • Key Financial Inc left its WESCO International share count unchanged in Q3 2026.
  • WESCO International made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #659 holding.
  • Key Financial Inc first reported a position in WESCO International in Q2 2023 and has held it in 14 quarters since.
  • 420 funds tracked by Wall St. Rank held WESCO International as of Q3 2026.

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