Key Financial Inc
Position in PIM — Putnam Master Intermediate Income Trust
CIK 1801720
WEST CHESTER, PA
Position in PIM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$31,065
-$665 QoQ
Shares Held
9,500
0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PIM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Key Financial Inc holds $3,208,212 across 64 Asset Management names. PIM ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
10,038 | $1,154,269 | |
| 2 | BLK |
BlackRock, Inc.
|
546 | $525,093 | |
| 3 | STT |
State Street Corp
|
2,269 | $287,164 | |
| 4 | NAD |
Nuveen Quality Municipal Income Fund
|
12,536 | $144,164 | |
| 5 | TROW |
Price T Rowe Group Inc
|
1,364 | $122,950 | |
| 6 | APO |
Apollo Global Management, Inc.
|
963 | $107,297 | |
| 7 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
3,878 | $88,030 | |
| 8 | EMF |
Templeton Emerging Markets Fund
|
4,736 | $82,832 |
All Filings in PIM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,065 | 9,500 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $31,730 | 9,500 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $32,680 | 9,500 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $31,825 | 9,500 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $31,540 | 9,500 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $30,970 | 9,500 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $32,205 | 9,500 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $30,685 | 9,500 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $30,400 | 9,500 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $37,903 | 11,882 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $35,883 | 11,882 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $37,547 | 11,882 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $37,784 | 11,882 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $7,622 | 2,382 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $7,741 | 2,382 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||