Keystone Financial Group, Inc.
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 190,532
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 122 | 190,532 | 13F-HR | Keystone Financial Group, Inc. |
| Q1 2026 | 4/21/2026 | 134 | 192,399 | 13F-HR | Keystone Financial Group, Inc. |
| 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 | 19.03 K | 10.0% | 751 | 0 | 751 |
| ETFs | 171.5 K | 90.0% | 0 | 2.617 K | -2.617 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
190,532
Holdings
122
QoQ value change ($000)
-1,867
(-1.0%)
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.