Ownership history in Keystone Financial Group · 16 quarters on record
This page tracks every 13F SEC filing in which Keystone Financial Group reported a position in PACER BENCHMARK (SRVR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 8,143 | — | 0% | 0.02% | $263K | $30.99 |
| 2025 Q2 | REDUCED | 8,143 | -178 | -2.1% | 0.02% | $263K | $31.49 |
| 2025 Q1 | REDUCED | 8,321 | -1,588 | -16.0% | 0.02% | $244K | $28.48 |
| 2024 Q4 | REDUCED | 9,909 | -1,078 | -9.8% | 0.03% | $297K | $29.01 |
| 2024 Q1 | ADDED | 10,987 | +348 | +3.3% | 0.05% | $315K | $27.31 |
| 2023 Q4 | REDUCED | 10,639 | -200 | -1.8% | 0.06% | $317K | $28.25 |
| 2023 Q3 | ADDED | 10,839 | +21 | +0.2% | 0.05% | $281K | $24.53 |
| 2023 Q2 | ADDED | 10,818 | +8 | +0.1% | 0.05% | $316K | $27.03 |
| 2022 Q4 | ADDED | 10,810 | +53 | +0.5% | 0.06% | $314K | $26.44 |
| 2022 Q3 | ADDED | 10,757 | +1,178 | +12.3% | 0.06% | $308K | $25.96 |
As of 2025 Q4 — sorted by position size