Key FInancial Inc quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Key FInancial Inc opened 2 positions, added to 1, reduced 1, sold out of 2 and left 0 unchanged. The largest increase in value was CSPF (+$722,859); the largest decrease was CSPF (-$470,966).
- FPEI: Country of operation —; Class INSTL PFD SECS; Shares 2026-03-31 395,547; Shares 2026-06-30 368,269.
Two Form 13F-HR filings compared (SEC CIK 1801720): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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