Key FInancial Inc
RIA/Wealth
Key FInancial Inc is a RIA/Wealth based in Hendersonville, TN led by Patricia Clark Brennan, reporting $2.5B in AUM as of Q3 2025 with 62% ETF concentration.
CEOPatricia Clark Brennan
- Portfolio Value
- $541.0M
- Positions
- 1,457
- Top Holding
- AAPL at 4.61%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Key FInancial Inc's portfolio (29.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $25.0M | 4.61% | -$350.0K Sold | 0.00% 97.7K shares | |
ETF ETF | $20.2M | 3.73% | +$42.5K Bought | — 321.8K shares | |
ETF ETF | $18.6M | 3.43% | +$821.1K Bought | — 452.7K shares | |
ETF ETF | $16.8M | 3.10% | +$1.1K Bought | — 187.9K shares | |
ETF ETF | $15.6M | 2.88% | +$1.5M Bought | — 674.3K shares | |
ETF ETF | $15.4M | 2.85% | +$1.1M Bought | — 275.4K shares | |
Software - Infrastructure Technology | $14.3M | 2.65% | -$469.3K Sold | 0.00% 27.6K shares | |
ETF ETF | $13.9M | 2.57% | +$85.9K Bought | — 415.3K shares | |
ETF ETF | $9.1M | 1.68% | -$330.5K Sold | — 78.8K shares | |
ETF ETF | $9.0M | 1.66% | +$428.8K Bought | — 234.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Key FInancial Inc's latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Key FInancial Inc
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