Key Financial Inc
XYL icon

Key Financial Inc’s Xylem XYL Stock Holding History

Key Financial Inc’s Portfolio XYL Stock Details XYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$75K Sell
741
-515
-41% -$58.9K 0.01% 468
2026
Q2 		$148K Hold
1,256
– – 0.02% 353
2026
Q1 		$150K Hold
1,256
– – 0.03% 336
2025
Q4 		$171K Hold
1,256
– – 0.03% 314
2025
Q3 		$186K Buy
1,256
+515
+70% +$71.4K 0.03% 302
2025
Q2 		$95.9K Hold
741
– – 0.02% 392
2025
Q1 		$88.5K Hold
741
– – 0.02% 382
2024
Q4 		$86K Hold
741
– – 0.02% 387
2024
Q3 		$100K Hold
741
– – 0.02% 348
2024
Q2 		$101K Hold
741
– – 0.02% 339
2024
Q1 		$95.8K Hold
741
– – 0.02% 334
2023
Q4 		$84.7K Hold
741
– – 0.02% 336
2023
Q3 		$67.5K Hold
741
– – 0.02% 351
2023
Q2 		$83.5K Buy
741
+41
+6% +$4.34K 0.03% 330
2023
Q1 		$73.3K Hold
700
– – 0.03% 337
2022
Q4 		$61.2K Hold
700
– – 0.03% 329
2022
Q3 		$61K Hold
700
– – 0.03% 335
2022
Q2 		$55K Hold
700
– – 0.03% 343
2022
Q1 		$60K Hold
700
– – 0.03% 338
2021
Q4 		$84K Hold
700
– – 0.04% 261
2021
Q3 		$87K Hold
700
– – 0.05% 243
2021
Q2 		$88K Sell
700
-515
-42% -$58.8K 0.05% 250
2021
Q1 		$128K Buy
1,215
+515
+74% +$52.2K 0.08% 174
2020
Q4 		$71K Buy
+700
New +$65.8K 0.05% 214
2020
Q2 		– Sell
-1,215
Closed -$80K – 671
2020
Q1 		$80K Buy
+1,215
New +$95.7K 0.08% 179

Other funds holding XYL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

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

Key Financial Inc reduced its Xylem (XYL) stake by 41% in Q3 2026, selling an estimated $58.9K and leaving 741 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #468.

Key Financial Inc first reported a position in XYL in Q1 2020 and has held it in 25 quarters since. The position peaked at $186K in Q3 2025. 656 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

  • Key Financial Inc held 741 shares of Xylem worth $75K as of Q3 2026.
  • Key Financial Inc sold 515 Xylem shares in Q3 2026, an estimated $58.9K.
  • Xylem made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #468 holding.
  • Key Financial Inc first reported a position in Xylem in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Xylem position peaked at $186K in Q3 2025.
  • 656 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

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