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 Q3	$12K	Hold	68	–	–	﹤0.01%	819
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 New York $6.79T AUM 37.06% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.81B AUM 16.14% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

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

Key Financial Inc held its XPO (XPO) position steady in Q3 2026 at 68 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Key Financial Inc first reported a position in XPO in Q2 2023 and has held it in 14 quarters since. The position peaked at $14K in Q2 2026. 602 funds tracked by Wall St. Rank hold XPO as of Q3 2026.

Key Financial Inc held 68 shares of XPO worth $12K as of Q3 2026.
Key Financial Inc left its XPO share count unchanged in Q3 2026.
XPO made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #819 holding.
Key Financial Inc first reported a position in XPO in Q2 2023 and has held it in 14 quarters since.
Key Financial Inc's XPO position peaked at $14K in Q2 2026.
602 funds tracked by Wall St. Rank held XPO as of Q3 2026.

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