Key Financial Inc
- SEC CIK
- 0001801720
- Latest filing
- Jul 24, 2026
T holding history
AT&T Inc. 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.
T overviewAll 13F holders of TFull Q2 2026 holdings
- Shares (Q2 2026)
- 20,718
- Value
- $428.9K
- % of portfolio
- 0.1%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 20,718 | $428.9K | 0.1% | −11,197−35.1% | Reduced | Holders |
| Q1 2026 | 31,915 | $925.2K | 0.2% | +286+0.9% | Added | Holders |
| Q4 2025 | 31,629 | $785.7K | 0.1% | +717+2.3% | Added | Holders |
| Q3 2025 | 30,912 | $851.6K | 0.2% | +76+0.2% | Added | Holders |
| Q2 2025 | 30,836 | $892.4K | 0.2% | −219−0.7% | Reduced | Holders |
| Q1 2025 | 31,055 | $878.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2024 | 31,055 | $707.1K | 0.2% | +1,717+5.9% | Added | Holders |
| Q3 2024 | 29,338 | $645.4K | 0.1% | −111−0.4% | Reduced | Holders |
| Q2 2024 | 29,449 | $562.8K | 0.1% | −1,955−6.2% | Reduced | Holders |
| Q1 2024 | 31,404 | $552.7K | 0.1% | +43+0.1% | Added | Holders |
| Q4 2023 | 31,361 | $526.2K | 0.1% | −80−0.3% | Reduced | Holders |
| Q3 2023 | 31,441 | $472.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2023 | 31,441 | $501.5K | 0.2% | +1,698+5.7% | Added | Holders |
| Q1 2023 | 29,743 | $572.6K | 0.2% | +138+0.5% | Added | Holders |
| Q4 2022 | 29,605 | $454.1K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2022 | 29,605 | $454.0K | 0.2% | +18,566+168.2% | Added | Holders |
| Q2 2022 | 11,039 | $234.0K | 0.1% | −1,982−15.2% | Reduced | Holders |
| Q1 2022 | 13,021 | $308.0K | 0.2% | +3,836+41.8% | Added | Holders |
| Q4 2021 | 9,185 | $226.0K | 0.1% | −5,259−36.4% | Reduced | Holders |
| Q3 2021 | 14,444 | $390.0K | 0.2% | −3,276−18.5% | Reduced | Holders |
| Q2 2021 | 17,720 | $497.0K | 0.3% | +9+0.1% | Added | Holders |
| Q1 2021 | 17,711 | $536.0K | 0.4% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.