Quick Takeaways
- Key FInancial Inc reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $547,930,394.
- Info
- Portfolio
13F Filings History of Key FInancial Inc
- Latest 13F report
- Q4 2025 - 09 Feb 2026
- Value $
- $547,930,394
- Signature - Title
- Vincent Kailis - Chief Operating Officer
- Location
- West Chester, PA
- Summary
- This page shows a list of all the recent 13F filings made by Key FInancial Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Key FInancial Inc reported 1440 stock holdings with total value $547,930,394 as of Q4 2025. Top holdings included AAPL, DOL, DNL, SLYV, and GOVT.
Follow Filing Activity
Follow Key FInancial Inc and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 09 Feb 2026, 16:03.
- Reported value moved from $541,203,420 to $547,930,394.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,440 | $547,930,394 | +$17,254,636 | -$15,023,178 | +$2,231,458 | AAPL, DOL, DNL, SLYV, GOVT | 13F-HR | 09 Feb 2026, 16:03 |
| Q3 2025 | 1,459 | $541,203,420 | +$19,927,692 | -$8,528,839 | +$11,398,853 | AAPL, DOL, DNL, SLYV, GOVT | 13F-HR | 05 Nov 2025, 17:17 |
| Q2 2025 | 1,437 | $496,933,946 | +$24,161,052 | -$14,175,190 | +$9,985,862 | AAPL, DOL, DNL, SLYV, MSFT | 13F-HR | 05 Aug 2025, 13:33 |
| Q1 2025 | 1,383 | $459,545,243 | +$32,156,474 | -$5,447,965 | +$26,708,509 | AAPL, DOL, EES, DNL, GOVT | 13F-HR | 01 May 2025, 17:14 |
| Q4 2024 | 1,381 | $439,909,667 | +$17,212,494 | -$24,008,257 | -$6,795,763 | AAPL, DNL, DOL, SLYV, GOVT | 13F-HR | 31 Jan 2025, 14:59 |
| Q3 2024 | 1,351 | $452,478,363 | +$18,194,047 | -$3,664,720 | +$14,529,327 | AAPL, FPEI, DNL, DOL, SLYV | 13F-HR | 29 Oct 2024, 09:35 |
| Q2 2024 | 1,339 | $417,188,598 | +$29,985,050 | -$5,171,353 | +$24,813,697 | AAPL, DNL, FPEI, DOL, MSFT | 13F-HR | 29 Jul 2024, 17:52 |
| Q1 2024 | 1,308 | $391,832,630 | +$16,245,576 | -$8,222,436 | +$8,023,140 | AAPL, FPEI, DNL, DOL, SLYV | Restatement | 13 May 2024, 16:21 |
| Q4 2023 | 1,315 | $365,628,033 | +$46,292,155 | -$5,096,609 | +$41,195,546 | AAPL, FPEI, DNL, DOL, SLYV | 13F-HR | 31 Jan 2024, 09:22 |
| Q3 2023 | 1,341 | $296,469,064 | +$13,030,650 | -$3,986,763 | +$9,043,887 | AAPL, DNL, DOL, SLYV, MSFT | 13F-HR | 01 Nov 2023, 13:36 |
| Q2 2023 | 1,382 | $301,682,232 | +$19,497,948 | -$4,079,211 | +$15,418,737 | AAPL, DNL, DOL, SLYV, MSFT | 13F-HR | 28 Jul 2023, 12:37 |
| Q1 2023 | 1,166 | $274,253,768 | +$38,597,470 | -$7,238,138 | +$31,359,332 | AAPL, DNL, DOL, EFG, SLYV | 13F-HR | 02 May 2023, 10:09 |
| Q4 2022 | 1,171 | $191,685,357 | +$15,661 | -$993,000 | -$977,339 | AAPL, DOL, DNL, EFG, SLYV | 13F-HR | 26 Jan 2023, 14:49 |
| Q3 2022 | 1,106 | $212,582,000 | +$44,278,236 | -$2,248,037 | +$42,030,199 | AAPL, DOL, DNL, EFG, SLYV | 13F-HR | 28 Oct 2022, 15:20 |
| Q2 2022 | 1,079 | $184,530,000 | +$17,948,616 | -$4,599,340 | +$13,349,276 | AAPL, DOL, SLYV, MSFT, DNL | 13F-HR | 26 Jul 2022, 15:39 |
| Q1 2022 | 1,058 | $201,104,000 | +$17,922,461 | -$8,488,191 | +$9,434,270 | AAPL, DOL, SLYV, MSFT, DIS | 13F-HR | 27 Apr 2022, 12:57 |
| Q4 2021 | 946 | $199,524,000 | +$14,953,401 | -$3,383,074 | +$11,570,327 | AAPL, MSFT, DOL, SLYV, DIS | 13F-HR | 19 Jan 2022, 11:24 |
| Q3 2021 | 908 | $176,608,000 | +$5,076,436 | -$2,845,389 | +$2,231,047 | AAPL, DIS, SLYV, MSFT, DOL | 13F-HR | 01 Nov 2021, 16:23 |
| Q2 2021 | 851 | $178,451,000 | +$21,480,430 | -$1,973,349 | +$19,507,081 | AAPL, DIS, SLYV, MSFT, DOL | 13F-HR | 02 Aug 2021, 15:10 |
| Q1 2021 | 761 | $151,659,000 | +$12,961,593 | -$2,505,406 | +$10,456,187 | AAPL, DIS, SLYV, MSFT, INCY | 13F-HR | 30 Apr 2021, 13:23 |
| Q4 2020 | 709 | $134,309,000 | +$29,323,005 | -$2,099,920 | +$27,223,085 | AAPL, DIS, INCY, MSFT, SLYV | 13F-HR | 29 Jan 2021, 12:04 |
| Q3 2020 | 112 | $97,499,000 | +$13,072,214 | -$2,107,266 | +$10,964,948 | AAPL, DIS, INCY, MSFT, DOL | 13F-HR | 02 Nov 2020, 16:35 |
| Q2 2020 | 98 | $87,221,000 | +$6,005,437 | -$28,401,569 | -$22,396,132 | AAPL, DIS, INCY, MSFT, JNJ | 13F-HR | 07 Aug 2020, 11:04 |
| Q1 2020 | 676 | $97,435,000 | +$29,164,999 | -$15,632,072 | +$13,532,927 | DOL, DIS, AAPL, INCY, MSFT | 13F-HR | 05 May 2020, 13:18 |
| Q4 2019 | 111 | $106,612,000 | $0 | $0 | $0 | DIS, AAPL, INCY, MSFT, XOM | 13F-HR | 11 Feb 2020, 14:19 |