Key Financial Inc
Position in CCD — Calamos Dynamic Convertible & Income Fund
CIK 1801720
WEST CHESTER, PA
Position in CCD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,106
New position
Shares Held
625
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#29
of 33 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Key Financial Inc holds $2,803,497 across 55 Asset Management names. CCD ranks #23 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
9,559 | $1,124,807 | |
| 2 | STT |
State Street Corp
|
2,269 | $384,822 | |
| 3 | BLK |
BlackRock, Inc.
|
270 | $259,621 | |
| 4 | TROW |
Price T Rowe Group Inc
|
1,345 | $152,913 | |
| 5 | APO |
Apollo Global Management, Inc.
|
967 | $114,405 | |
| 6 | EMF |
Templeton Emerging Markets Fund
|
4,736 | $109,969 | |
| 7 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
3,878 | $88,224 | |
| 8 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
2,590 | $54,804 |
All Filings in CCD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,106 | 625 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||