DOSSIER · 13F-HR · Q1 2026
Keystone Financial Group, Inc.
Keystone Financial's pension fund based in Chicago, IL — $192M in tracked AUM across 134 positions as of Q1 2026.
KF
Keystone Financial·Chicago, IL·Pension Fund
CIK 0002053642 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Keystone Financial Group’s 13F shows a materially larger book at the 2025-12-31 reporting date: total reported market value is $190.95 million, up 132.3% from $82.22 million at 2025-09-30. The portfolio holds 136 reported names, but the asset mix is highly ETF-centric: $111.66 million (58.5% of the portfolio) is in ETFs. Another $60.02 million (31.5%) is classified as “Unknown” in the filing (this grouping needs follow-up to map to asset classes and managers). The remaining ...
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.
Filing history
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