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Keystone Financial Group (Kentucky)’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.66M Sell
16,806
-2,164
-11% -$207K 0.1% 152
2026
Q1 		$1.74M Sell
18,970
-1,993
-10% -$187K 0.12% 139
2025
Q4 		$1.91M Sell
20,963
-1,093
-5% -$98.9K 0.14% 109
2025
Q3 		$2.01M Sell
22,056
-547
-2% -$49K 0.15% 103
2025
Q2 		$1.99M Sell
22,603
-1,157
-5% -$97K 0.18% 98
2025
Q1 		$2.01M Sell
23,760
-2,429
-9% -$210K 0.2% 95
2024
Q4 		$2.22M Sell
26,189
-1,565
-6% -$137K 0.22% 88
2024
Q3 		$2.39M Buy
+27,754
New +$2.28M 0.31% 63
2024
Q2 		– Sell
-27,327
Closed -$2.22M – 185
2024
Q1 		$2.22M Buy
27,327
+12,914
+90% +$994K 0.32% 64
2023
Q4 		$1.08M Sell
14,413
-3,567
-20% -$249K 0.19% 88
2023
Q3 		$1.22M Buy
17,980
+858
+5% +$61K 0.21% 85
2023
Q2 		$1.22M Buy
+17,122
New +$1.17M 0.21% 86
2022
Q4 		$1.16M Sell
17,120
-18
-0.1% -$1.21K 0.23% 86
2022
Q3 		$1.04M Sell
17,138
-442
-3% -$29.7K 0.21% 89
2022
Q2 		$1.13M Buy
17,580
+2,727
+18% +$188K 0.22% 88
2022
Q1 		$1.1M Buy
14,853
+561
+4% +$41.1K 0.19% 95
2021
Q4 		$1.11M Sell
14,292
-137
-0.9% -$10.3K 0.18% 102
2021
Q3 		$1.03M Sell
14,429
-1,091
-7% -$79.7K 0.19% 104
2021
Q2 		$1.11M Sell
15,520
-102
-0.7% -$7.18K 0.2% 97
2021
Q1 		$1.05M Sell
15,622
-241
-2% -$15.6K 0.2% 99
2020
Q4 		$988K Sell
15,863
-370
-2% -$21.7K 0.21% 94
2020
Q3 		$880K Sell
16,233
-2,113
-12% -$113K 0.22% 100
2020
Q2 		$927K Sell
18,346
-387
-2% -$18.6K 0.25% 93
2020
Q1 		$794K Buy
18,733
+3,866
+26% +$202K 0.26% 90
2019
Q4 		$839K Buy
14,867
+1,135
+8% +$61.6K 0.23% 99
2019
Q3 		$727K Sell
13,732
-1,586
-10% -$83.3K 0.22% 96
2019
Q2 		$804K Buy
15,318
+815
+6% +$41.7K 0.26% 91
2019
Q1 		$728K Buy
14,503
+2,324
+19% +$112K 0.26% 95
2018
Q4 		$536K Sell
12,179
-28,156
-70% -$1.34M 0.24% 106
2018
Q3 		$2.08M Sell
40,335
-1,781
-4% -$91.5K 0.85% 36
2018
Q2 		$2.08M Buy
42,116
+18,215
+76% +$901K 1.16% 24
2018
Q1 		$1.14M Buy
+23,901
New +$1.19M 0.64% 42

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s CFA Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 11% in Q2 2026, selling an estimated $207K and leaving 16,806 shares worth $1.66M. The position accounts for 0.1% of the portfolio, ranked #152.

Keystone Financial Group (Kentucky) first reported a position in CFA in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.39M in Q3 2024. 81 funds tracked by Wall St. Rank hold CFA as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 16,806 shares of VictoryShares US 500 Volatility Wtd ETF worth $1.66M as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 2,164 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2026, an estimated $207K.
  • VictoryShares US 500 Volatility Wtd ETF made up 0.1% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #152 holding.
  • Keystone Financial Group (Kentucky) first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q1 2018 and has held it in 32 quarters since.
  • Keystone Financial Group (Kentucky)'s VictoryShares US 500 Volatility Wtd ETF position peaked at $2.39M in Q3 2024.
  • 81 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.