Position in TRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$220,100
-$27,614 QoQ
Shares Held
2,695
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#299
of 412 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Key Financial Inc holds $271,017 across 5 Specialty Business Services names. TRI ranks #1 (81.2% of the industry book) .
All Filings in TRI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,100 | 2,695 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $247,714 | 2,753 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $363,093 | 2,753 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $427,623 | 2,753 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $553,710 | 2,753 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $475,663 | 2,753 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $441,526 | 2,753 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $469,661 | 2,753 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $464,073 | 2,753 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $449,257 | 2,883 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $557,390 | 3,812 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $470,565 | 3,847 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $519,114 | 3,847 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||