Key Financial Inc’s Worthington Steel WS Stock Holding History

Key Financial Inc’s Portfolio WS Stock Details WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.6K	Hold	1,002	–	–	0.01%	616
2026 Q1	$30.4K	Hold	1,002	–	–	0.01%	634
2025 Q4	$34.7K	Hold	1,002	–	–	0.01%	606
2025 Q3	$31.3K	Hold	1,002	–	–	0.01%	606
2025 Q2	$29.9K	Hold	1,002	–	–	0.01%	597
2025 Q1	$25.4K	Hold	1,002	–	–	0.01%	605
2024 Q4	$31.9K	Hold	1,002	–	–	0.01%	559
2024 Q3	$34.1K	Hold	1,002	–	–	0.01%	546
2024 Q2	$33.4K	Hold	1,002	–	–	0.01%	538
2024 Q1	$35.9K	Hold	1,002	–	–	0.01%	489
2023 Q4	$28.2K	Buy	+1,002	New	+$27.5K	0.01%	524

Other funds holding WS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Key Financial Inc held its Worthington Steel (WS) position steady in Q2 2026 at 1,002 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #616.

Key Financial Inc first reported a position in WS in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.9K in Q1 2024. 237 funds tracked by Wall St. Rank hold WS as of Q2 2026.

Key Financial Inc held 1,002 shares of Worthington Steel worth $33.6K as of Q2 2026.
Key Financial Inc left its Worthington Steel share count unchanged in Q2 2026.
Worthington Steel made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #616 holding.
Key Financial Inc first reported a position in Worthington Steel in Q4 2023 and has held it in 11 quarters since.
Key Financial Inc's Worthington Steel position peaked at $35.9K in Q1 2024.
237 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

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