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Filers›Asset Manager›Key FInancial Inc
DOSSIER · 13F-HR · Q1 2026

Key FInancial Inc

Key FInancial's asset manager based in New York, NY — $562M in tracked AUM across 1,440 positions as of Q1 2026.

KF
Key FInancial·New York, NY·Asset Manager
CIK 0001801720 · last filed Mar 31, 2026
Total AUM
$562M
▲ 16.8%
vs prior
Holdings
1,440
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Financials
39% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Key FInancial Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$26M103K4.7%
02
DOL
WISDOMTREE TR
$22M321K3.9%
03
DNL
WISDOMTREE TR
$19M463K3.3%
04
GOVT
ISHARES TR
$18M773K3.2%
05
SLYV
SPDR SERIES TRUST
$17M183K3.1%
06
EES
WISDOMTREE TR
$17M288K3.0%
07
BUFR
FIRST TR EXCHNG TRADED FD VI
$14M410K2.5%
08
MSFT
MICROSOFT CORP
$11M29K1.9%
09
EFG
ISHARES TR
$10M90K1.8%
10
FICS
FIRST TR EXCHANGE TRADED FD
$10M250K1.7%

Filing history

Filing history loading…
AI Agent · grounded in Key
haiku-4-5 · 1,440 positions indexed
Sector mix
  • Financials39%
  • Cons. Disc.11%
  • Communications19%
  • Industrials19%
  • Energy4%
  • Other8%
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