Key FInancial Inc

Q3 2026 13F-HR Holdings

Location
West Chester, PA
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
1,311
Total value ($000)
$613,721
Net value change ($000)
+3,161 (0.5%)
New positions
43
Sold out positions
86
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
EXXONMOBIL HOLDINGS CORP 11,511 NEW
MSFT 4,234 39.3%
AAPL 4,150 14.0%
NVDA 1,272 19.3%
PLTR 1,197 57.5%
JPST 1,165 39.3%
FEGE 878 414.2%
UPS 856 1316.9%
EFV 677 13.2%
EFAD 670 14.3%
Top Reduces (Value $000, Stocks/ETFs)
XOM -9,940 -100.0%
SLYV -1,783 -9.0%
SLYG -1,243 -13.0%
MPC -1,159 -84.3%
DNL -1,040 -5.0%
EES -757 -3.8%
DOL -663 -2.9%
DES -655 -10.4%
GLW -611 -42.3%
FPEI -593 -8.3%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type