Key Financial Inc
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 1801720
WEST CHESTER, PA
Position in EDU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$734
-$172 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#160
of 168 holders
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EDU Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Key Financial Inc holds $69,726 across 2 Education & Training Services names. EDU ranks #2 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRN |
Stride, Inc.
|
800 | $68,992 | |
| 2 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
16 | $734 |
All Filings in EDU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734 | 16 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $906 | 16 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $880 | 16 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $849 | 16 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $863 | 16 | Shares | Sole | 2025-08-05 | |
| 2022-03-31 | $18 | 160 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $33 | 160 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $32 | 160 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||