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Key FInancial Inc - Portfolio Stock Holdings

Key FInancial Inc disclosed 1454 stock positions in a recent SEC 13F filing. $609,299,109 of stock holdings were filed, with the largest holdings including AAPL, DOL, and DNL. This filing represented positions held on June 30, 2026, and was filed on July 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:

June 30, 2026

No. of Stocks:

1454

Est. Stock Holding Value:

$609,299,109

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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