Key FInancial Inc
All 13F Filings
- Location
- West Chester, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 561,793
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 1,394 | 561,793 | 13F-HR | Key FInancial Inc |
| Q4 2025 | 2/9/2026 | 1,440 | 547,932 | 13F-HR | Key FInancial Inc |
| Q3 2025 | 11/5/2025 | 1,459 | 541,206 | 13F-HR | Key FInancial Inc |
| Q2 2025 | 8/5/2025 | 1,437 | 496,937 | 13F-HR | Key FInancial Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 305.6 K | 54.5% | 0 | 165.7 K | -165.7 K |
| ETFs | 255.3 K | 45.5% | 179.6 K | 0 | 179.6 K |
| Debt | 232 | 0.0% | 0 | 46 | -46 |
| Other | 107 | 0.0% | 0 | 489 | -489 |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
561,793
Holdings
1394
QoQ value change ($000)
13,861
(2.5%)
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.