Key FInancial Inc

Q1 2026 13F-HR Holdings

Location
West Chester, PA
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
1,394
Total value ($000)
$561,793
Net value change ($000)
+13,861 (2.5%)
New positions
45
Sold out positions
93
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 2,276 39.5%
BSMQ 1,589 53.2%
GOVT 1,474 9.1%
JNJ 1,396 28.3%
EFV 1,079 32.9%
EFAD 1,009 36.2%
EFG 919 10.1%
BSCQ 818 30.9%
AZN 818 NEW
SLYV 786 4.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,789 -20.8%
BSMS -1,452 -29.7%
GAL -673 -87.4%
AVGO -667 -9.5%
ORCL -667 -24.2%
NVDA -619 -9.5%
PLTR -608 -17.4%
AZN -603 -100.0%
ADP -517 -19.1%
IWF -489 -9.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type