Number of Shares
74,129
Previous 68,248 8.62%
Holding current value
$3.78 Billion
Previous $3.41 Billion 10.89%
% of portfolio
2.13%
Previous 2.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

BUY
N/A
5,881 Added 8.62%
74,129 $3.78 Billion
Q2 2025

Jul 21, 2025

BUY
N/A
20,393 Added 42.61%
68,248 $3.41 Billion
Q1 2025

May 07, 2025

BUY
N/A
47,855 New
47,855 $2.37 Billion
Track This Portfolio

Track Keystone Financial Group, Inc. Portfolio

Follow Keystone Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Group, Inc. with notifications on news.