Key FInancial Inc
All 13F Filings
- Location
- West Chester, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 547,932
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 471.3 K | 86.0% | 7.441 K | 0 | 7.441 K |
| ETFs | 75.75 K | 13.8% | 0 | 702 | -702 |
| Debt | 278 | 0.1% | 48 | 0 | 48 |
| Other | 596 | 0.1% | 0 | 60 | -60 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
547,932
Holdings
1440
QoQ value change ($000)
6,726
(1.2%)
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.