Keystone Financial Group, Inc.
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 190,953
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/16/2026 | 136 | 190,953 | 13F-HR | Keystone Financial Group, Inc. |
| Q3 2025 | 10/20/2025 | 130 | 177,417 | 13F-HR | Keystone Financial Group, Inc. |
| Q2 2025 | 7/21/2025 | 148 | 157,021 | 13F-HR | Keystone Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 137.8 K | 72.2% | 11.74 K | 0 | 11.74 K |
| ETFs | 51.81 K | 27.1% | 1.818 K | 0 | 1.818 K |
| Debt | 249 | 0.1% | 0 | 19 | -19 |
| Other | 1.082 K | 0.6% | 0 | 2 | -2 |
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Fund Snapshot
Q4 2025
Latest filed
1/16/2026
Total value ($000)
190,953
Holdings
136
QoQ value change ($000)
13,536
(7.6%)
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.