Keystone Financial Services Purchases in Q3 2025

Keystone Financial Services

  • $300 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
755
+ 6.38%
$44.92 - $52.42 $33.9K - $39.6K
12.6K $649K
EMB
Ishares Tr

ETFs
489
+ 3.55%
$91.52 - $95.59 $44.8K - $46.7K
14.3K $1.36M
AMZN
Amazon Com Inc

Consumer Cyclical
367
+ 20.48%
$211.65 - $238.24 $77.7K - $87.4K
2.16K $474K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
84
+ 1.29%
$134.94 - $145.86 $11.3K - $12.3K
6.59K $959K
XOM
Exxon Mobil Corp

Energy
414
+ 6.79%
$105.83 - $117.22 $43.8K - $48.5K
6.51K $734K
DSI
Ishares Msci Kld 400 Social Et

ETFs
97
+ 1.49%
$115.96 - $125.95 $11.2K - $12.2K
6.62K $833K
APH
Amphenol Corp

Technology
27
+ 1.04%
$97.39 - $125.4 $2.63K - $3.39K
2.62K $324K
PINC
Premier, Inc.

Healthcare
83
+ 0.79%
$20.88 - $28.25 $1.73K - $2.34K
10.6K $293K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
73
+ 0.33%
$36.04 - $38.78 $2.63K - $2.83K
21.9K $846K
IQV
Iqvia Holdings Inc.

Healthcare
106
+ 8.17%
$157.68 - $200.82 $16.7K - $21.3K
1.4K $266K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.09%
$546.99 - $602.2 $547 - $602
1.08K $646K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.1%
$617.65 - $666.84 $618 - $667
1.03K $688K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.11%
$567.77 - $614.76 $568 - $615
936 $573K
UL
Unilever PLC

Consumer Defensive
1.18K
+ 7.76%
$58.43 - $65.01 $68.9K - $76.7K
16.4K $971K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
151
+ 1.84%
$39.06 - $43.42 $5.9K - $6.56K
8.34K $361K
NFG
National Fuel Gas CO

Energy
37
+ 1.24%
$82.19 - $93.72 $3.04K - $3.47K
3.01K $278K
MA
Mastercard Inc

Financial Services
32
+ 8.23%
$550.18 - $598.96 $17.6K - $19.2K
421 $239K
PEP
Pepsico Inc

Consumer Defensive
25
+ 1.21%
$133.81 - $152.16 $3.35K - $3.8K
2.1K $294K
SNY
Sanofi

Healthcare
771
+ 5.4%
$45.07 - $51.35 $34.7K - $39.6K
15K $709K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
492
+ 2.15%
$22.89 - $23.7 $11.3K - $11.7K
23.4K $550K
QCOM
Qualcomm Inc

Technology
25
+ 1.18%
$145.84 - $173.55 $3.65K - $4.34K
2.14K $356K
NI
Nisource Inc.

Utilities
80
+ 1.56%
$39.0 - $43.33 $3.12K - $3.47K
5.22K $225K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
74
+ 1.33%
$71.6 - $76.11 $5.3K - $5.63K
5.65K $427K
V
Visa Inc.

Financial Services
151
+ 5.25%
$332.09 - $358.86 $50.1K - $54.2K
3.03K $1.03M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
8
+ 1.13%
$301.44 - $365.84 $2.41K - $2.93K
714 $231K
ABC
Amerisourcebergen Corp

Healthcare
39
+ 3.61%
N/A
1.12K $207K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
92
+ 1.95%
$46.86 - $48.27 $4.31K - $4.44K
4.81K $231K
DIS
Walt Disney CO

Communication Services
188
+ 11.52%
$112.25 - $124.0 $21.1K - $23.3K
1.82K $208K
FISV
Fiserv Inc

Technology
46
+ 2.39%
N/A
1.97K $247K
EPR
Epr Properties

Real Estate
101
+ 2.83%
$52.58 - $61.21 $5.31K - $6.18K
3.67K $212K
Arista Networks Inc
6
+ 0.25%
N/A
2.4K $0
Ishares Bitcoin Trust ETF
3.54K
New
N/A
3.54K $0
Blackrock ETF Trust
8.42K
+ 3.51%
N/A
248K $0
Dimensional ETF Trust
35
+ 0.98%
N/A
3.62K $0
Howard Hughes Holdings Inc
2.84K
New
N/A
2.84K $0
Blackrock ETF Trust Ii
2.13K
+ 3.52%
N/A
62.7K $0
LCTD
Blackrock ETF World Ex Us Carb
3.78K
New
N/A
3.78K $0
Blackrock ETF Trust
9.16K
+ 8.42%
N/A
118K $0
GWRE
Guidewire Software, Inc.

Technology
8
+ 0.79%
$207.82 - $261.88 $1.66K - $2.1K
1.03K $235K
CMCSA
Comcast Corp

Communication Services
2.42K
+ 9.26%
$31.41 - $36.33 $76.1K - $88.1K
28.6K $898K
BKNG
Booking Holdings Inc.

Consumer Cyclical
17
+ 4.79%
$5364.25 - $5815.92 $91.2K - $98.9K
372 $2.01M
ELV
Elevance Health, Inc.

Healthcare
194
+ 11.16%
$274.66 - $395.76 $53.3K - $76.8K
1.93K $624K
PM
Philip Morris International Inc.

Consumer Defensive
833
+ 7.48%
$157.77 - $183.27 $131K - $153K
12K $1.94M
KMX
Carmax Inc

Consumer Cyclical
804
+ 6.46%
$44.86 - $71.57 $36.1K - $57.5K
13.3K $594K
Activity Summary
Buys All Purchases 95 New Holdings 15 Increased Positions 80 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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