Keystone Financial Services - Q12026 Holdings

Keystone Financial Services holds 119 stocks with a total portfolio value of $ 340.74M as of Q12026. In Q12026, Keystone Financial Services added 17 new positions, increased stakes in 59 stocks, reduced 35 holdings, and fully exited 19 positions. The largest holding is Ishares Tr (IVV), representing 10.66% of the total portfolio.