Keystone Financial Group
Position in APAM — Artisan Partners Asset Management Inc.
CIK 1729299
LEXINGTON, KY
Position in APAM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,003,683
+$2,340 QoQ
Shares Held
29,067
+5.6% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#147
of 378 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Keystone Financial Group holds $8,137,242 across 22 Asset Management names. APAM ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIE |
Virtus Equity & Convertible Income Fund
|
47,812 | $1,284,230 | |
| 2 | APAM |
Artisan Partners Asset Management Inc.
This page
|
29,067 | $1,003,683 | |
| 3 | DNP |
Dnp Select Income Fund Inc
|
82,591 | $891,156 | |
| 4 | BLK |
BlackRock, Inc.
|
580 | $557,704 | |
| 5 | BX |
Blackstone Inc.
|
4,130 | $485,977 | |
| 6 | TROW |
Price T Rowe Group Inc
|
3,865 | $439,411 | |
| 7 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
28,150 | $437,451 | |
| 8 | RCS |
Pimco Strategic Income Fund, Inc.
|
66,759 | $363,836 |
All Filings in APAM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,003,683 | 29,067 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,001,343 | 27,517 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,009,985 | 24,791 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,075,929 | 24,791 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,098,985 | 24,791 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $969,328 | 24,791 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $814,376 | 18,917 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $819,484 | 18,917 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $771,088 | 18,684 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $855,166 | 18,684 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $790,115 | 17,884 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $669,219 | 17,884 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $693,192 | 17,634 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $553,429 | 18,634 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $534,129 | 19,834 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $744,622 | 20,934 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $788,337 | 20,034 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,023,497 | 21,484 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,050,312 | 21,470 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,091,105 | 21,470 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,107,047 | 21,220 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,103,452 | 21,920 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $611,519 | 15,684 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $390,292 | 12,009 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $258,073 | 12,009 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||