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Key Financial Inc’s XPO XPO Stock Holding History

Key Financial Inc’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14K Hold
68
– – ﹤0.01% 797
2026
Q1 		$13.2K Hold
68
– – ﹤0.01% 813
2025
Q4 		$9.24K Hold
68
– – ﹤0.01% 905
2025
Q3 		$8.63K Hold
68
– – ﹤0.01% 914
2025
Q2 		$8.59K Hold
68
– – ﹤0.01% 898
2025
Q1 		$7.32K Hold
68
– – ﹤0.01% 896
2024
Q4 		$8.92K Hold
68
– – ﹤0.01% 838
2024
Q3 		$7.31K Hold
68
– – ﹤0.01% 872
2024
Q2 		$7.22K Hold
68
– – ﹤0.01% 856
2024
Q1 		$8.3K Hold
68
– – ﹤0.01% 808
2023
Q4 		$5.96K Hold
68
– – ﹤0.01% 877
2023
Q3 		$5.08K Hold
68
– – ﹤0.01% 902
2023
Q2 		$4.01K Buy
+68
New +$3.08K ﹤0.01% 1014

Other funds holding XPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Key Financial Inc held its XPO (XPO) position steady in Q2 2026 at 68 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Key Financial Inc first reported a position in XPO in Q2 2023 and has held it in 13 quarters since. 751 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Key Financial Inc held 68 shares of XPO worth $14K as of Q2 2026.
  • Key Financial Inc left its XPO share count unchanged in Q2 2026.
  • XPO made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #797 holding.
  • Key Financial Inc first reported a position in XPO in Q2 2023 and has held it in 13 quarters since.
  • 751 funds tracked by Wall St. Rank held XPO as of Q2 2026.

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