KFGK
STEM icon

Keystone Financial Group (Kentucky)’s Stem STEM Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,130
Closed -$7.92K – 440
2025
Q1 		$7.92K Buy
+1,130
New +$13.1K ﹤0.01% 395

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s STEM Position: Q2 2025 in Review

Keystone Financial Group (Kentucky) sold out of Stem (STEM) in Q2 2025, closing a stake of 1,130 shares — an estimated $7.92K sold.

Keystone Financial Group (Kentucky) first reported a position in STEM in Q1 2025 and held it in 1 quarter. The position peaked at $7.92K in Q1 2025. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • Keystone Financial Group (Kentucky) reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 1,130 Stem shares in Q2 2025, an estimated $7.92K.
  • Keystone Financial Group (Kentucky) first reported a position in Stem in Q1 2025 and held it in 1 quarter.
  • Keystone Financial Group (Kentucky)'s Stem position peaked at $7.92K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2025, filed 13 Aug 2025.