Key Financial Inc

Position in PATK — Patrick Industries Inc

CIK 1801720 WEST CHESTER, PA

Position in PATK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$22,714

-$5,386 QoQ

Shares Held

253

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#256

of 327 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Key Financial Inc holds $44,550 across 2 Recreational Vehicles names. PATK ranks #1 (51.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PATK	Patrick Industries Inc This page	253	$22,714
2	WGO	Winnebago Industries Inc	699	$21,836

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,714	253	0.0%	Shares	Sole	2026-07-24
2026-03-31	$28,100	253	0.0%	Shares	Sole	2026-04-24
2025-12-31	$27,432	253	0.0%	Shares	Sole	2026-02-09
2025-09-30	$26,167	253	0.0%	Shares	Sole	2025-11-05
2025-06-30	$23,344	253	0.0%	Shares	Sole	2025-08-05
2025-03-31	$21,393	253	0.0%	Shares	Sole	2025-05-01
2024-12-31	$21,019	253	+49.7%	Shares	Sole	2025-01-31
2024-09-30	$24,060	169	0.0%	Shares	Sole	2024-10-29
2024-06-30	$18,344	169	0.0%	Shares	Sole	2024-07-30
2024-03-31	$20,190	169	0.0%	Shares	Sole	2024-05-13
2023-12-31	$16,959	169	0.0%	Shares	Sole	2024-01-31
2023-09-30	$12,685	169	0.0%	Shares	Sole	2023-11-01
2023-06-30	$13,519	169	+61.0%	Shares	Sole	2023-07-28
2023-03-31	$7,225	105	0.0%	Shares	Sole	2023-05-02
2022-12-31	$6,363	105	0.0%	Shares	Sole	2023-01-26
2022-09-30	$4,603	105	0.0%	Shares	Sole	2022-10-28
2022-06-30	$5,443	105	0.0%	Shares	Sole	2022-07-26
2022-03-31	$6,331	105	—	Shares	Sole	2022-04-27
No filing history on record for this holder in this stock.