Keystone Financial Group
All 13F Filings
- Location
- Lexington, KY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,686,490
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 567 | 1,686,490 | 13F-HR | Keystone Financial Group |
| Q1 2026 | 5/13/2026 | 528 | 1,461,120 | 13F-HR | Keystone Financial Group |
| Q4 2025 | 2/6/2026 | 454 | 1,351,937 | 13F-HR | Keystone Financial Group |
| Q3 2025 | 11/17/2025 | 425 | 1,308,653 | 13F-HR/A - RESTATEMENT | Keystone Financial Group |
| Q3 2025 | 11/14/2025 | 430 | 1,108,445 | 13F-HR | Keystone Financial Group |
| Q2 2025 | 8/13/2025 | 430 | 1,108,445 | 13F-HR | Keystone Financial Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 905.5 K | 53.7% | 43.3 K | 0 | 43.3 K |
| ETFs | 776.1 K | 46.0% | 177.2 K | 0 | 177.2 K |
| Debt | 4.416 K | 0.3% | 4.416 K | 0 | 4.416 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
1,686,490
Holdings
567
QoQ value change ($000)
225,370
(15.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.