Key Financial Inc

SEC CIK: 0001801720
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

MCR holding history

MFS Charter Income Trust in every 13F filed by Key Financial Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCR overview All 13F holders of MCR Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 21; Since Q1 2021

Holdings of MCR by Key Financial Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−228−100.0%	Sold out	Holders
Q1 2026	228	$1.38K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	228	$1.43K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	228	$1.46K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	228	$1.45K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	228	$1.43K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	228	$1.45K	<0.1%	00.0%	Unchanged	Holders
Q3 2024	228	$1.50K	<0.1%	−227−49.9%	Reduced	Holders
Q2 2024	455	$2.85K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	455	$2.88K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	455	$2.94K	<0.1%	00.0%	Unchanged	Holders
Q3 2023	455	$2.66K	<0.1%	00.0%	Unchanged	Holders
Q2 2023	455	$2.87K	<0.1%	00.0%	Unchanged	Holders
Q1 2023	455	$2.86K	<0.1%	−145−24.2%	Reduced	Holders
Q4 2022	600	$3.57K	<0.1%	00.0%	Unchanged	Holders
Q3 2022	600	$4.00K	<0.1%	00.0%	Unchanged	Holders
Q2 2022	600	$4.00K	<0.1%	00.0%	Unchanged	Holders
Q1 2022	600	$4.00K	<0.1%	00.0%	Unchanged	Holders
Q4 2021	600	$5.00K	<0.1%	00.0%	Unchanged	Holders
Q3 2021	600	$5.00K	<0.1%	00.0%	Unchanged	Holders
Q2 2021	600	$5.00K	<0.1%	00.0%	Unchanged	Holders
Q1 2021	600	$5.00K	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.