Keystone Financial Services Purchases and Sells in Q3 2025

Keystone Financial Services

$300 Million
Q3 2025

Top Buys

Incresed Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	4.14K + 2.26%	$108.97 - $121.65 $451K - $503K	187K $22.6M
DYNF	9.06K + 2.56%	$54.35 - $59.32 $492K - $537K	362K $21.5M
EFV	6.62K + 1.92%	$62.79 - $68.42 $416K - $453K	351K $23.8M
QUAL	2.26K + 1.75%	$182.33 - $194.5 $412K - $439K	131K $25.5M
IVE	2.24K + 2.44%	$194.44 - $206.51 $435K - $462K	93.8K $19.4M
GOOG	407 + 3.87%	$175.16 - $255.24 $71.3K - $104K	10.9K $2.66M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APP	404 New	$335.1 - $718.54 $135K - $290K	404 $290K
BABA	1.46K New	$103.83 - $179.9 $151K - $262K	1.46K $260K
GLW	3.16K New	$51.6 - $82.03 $163K - $259K	3.16K $258K
STWD	13.2K New	$19.37 - $20.97 $255K - $276K	13.2K $255K
AMG	942 New	$198.72 - $244.34 $187K - $230K	942 $224K
EVR	659 New	$276.5 - $362.79 $182K - $239K	659 $222K

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	-486 - 17.39%	$303.93 - $329.86 $148K - $160K	2.31K $757K
CI	-20 - 2.61%	$262.23 - $334.39 $5.24K - $6.69K	747 $215K
INGR	-48 - 2.08%	$121.01 - $138.21 $5.81K - $6.63K	2.26K $276K
EMXC	-969 - 14.27%	$62.54 - $68.42 $60.6K - $66.3K	5.82K $392K
VRSN	-73 - 6.82%	$263.02 - $305.98 $19.2K - $22.3K	997 $278K
TLT	-320 - 4.8%	$85.01 - $90.35 $27.2K - $28.9K	6.35K $567K

Activity Summary All Purchases 95 New Holdings 15 Increased Positions 80 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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