Keystone Financial Services Portfolio Holdings
Keystone Financial Services
- $300 Million
- Q3 2025
Keystone Financial Services has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $300 Million distributed in 271 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $26.3M, Ishares Msci Usa Quality Facto with a value of $25.5M, Ishares Core S&P 500 ETF with a value of $25.4M, Msci Eafe Value ETF with a value of $23.8M, and Ishares S&P 500 Growth ETF with a value of $22.6M.
Examining the 13F form we can see an increase of $23.8M in the current position value, from $276M to 300M.
Below you can find more details about Keystone Financial Services portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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