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Key FInancial Inc - Portfolio Stock Holdings

Key FInancial Inc disclosed 1472 stock positions in a recent SEC 13F filing. $555,746,557 of stock holdings were filed, with the largest holdings including AAPL, DOL, and DNL. This filing represented positions held on March 31, 2026, and was filed on April 24, 2026.

We estimate the fund has a total AUM of $2,839,149,609 and has 36 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

1472

Est. Stock Holding Value:

$555,746,557

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Key FInancial Inc

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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