Key Financial Inc
Position in SBS — Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
CIK 1801720
WEST CHESTER, PA
Position in SBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$82,798
-$918,692 QoQ
Shares Held
14,325
-91.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#224
of 290 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Key Financial Inc holds $1,041,075 across 4 Utilities - Regulated Water names. SBS ranks #3 (8.0% of the industry book) .
All Filings in SBS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,798 | 14,325 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,001,490 | 32,825 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $781,636 | 32,773 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $792,248 | 31,830 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $699,305 | 31,830 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $568,483 | 31,830 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $456,123 | 31,830 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $526,468 | 31,830 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $428,113 | 31,830 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $535,698 | 31,830 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,640 | 830 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $10,059 | 830 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $9,827 | 830 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||