Position in WIT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,411
+$198 QoQ
Shares Held
1,516
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#280
of 296 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Key Financial Inc holds $1,260,976 across 16 Information Technology Services names. WIT ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
3,084 | $867,251 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
1,117 | $152,973 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
1,041 | $107,191 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
1,150 | $44,712 | |
| 5 | ACN |
Accenture plc
|
312 | $38,825 | |
| 6 | CACI |
Caci International Inc /De/
|
44 | $20,383 | |
| 7 | INFY |
Infosys Ltd
|
979 | $10,269 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
139 | $5,383 |
All Filings in WIT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,411 | 1,516 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,213 | 1,516 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,305 | 1,516 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,987 | 1,516 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,578 | 1,516 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,638 | 1,516 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,366 | 1,516 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,911 | 758 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,623 | 758 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,358 | 758 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,222 | 758 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,668 | 758 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,577 | 758 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||