Keystone Financial Group PRME PRIME MEDICINE

Ownership history in Keystone Financial Group  ·  3 quarters on record

AI Ownership Summary

Keystone Financial Group reported PRIME MEDICINE (PRME) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows PRME at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PRME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keystone Financial Group's position in PRIME MEDICINE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PRME was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Keystone Financial Group held PRME — position size vs. price
% of Fund (quarterly)    PRME price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 166,510 +500 +0.3% 0.04% $614K 2026-07-29 $3.03
2026 Q1 ADDED 166,010 +36,345 +28.0% 0.04% $578K 2026-05-13 $3.27
2025 Q4 INITIATED 129,665 0.03% $450K 2026-02-06 $3.57

FAQ About Keystone Financial Group and PRME

These are the practical questions this page is built to answer before you even open the full history table.

How long has Keystone Financial Group reported owning PRME?

Keystone Financial Group reported PRME across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported PRME position in Keystone Financial Group's portfolio?

The largest reported portfolio weight for PRME was 0.04% in 2026 Q1.

What is the latest reported PRME position on this page?

The most recent filing on this page is 2026 Q2, when Keystone Financial Group reported 166,510 shares, equal to 0.04% of portfolio, with an estimated market value of $614K.

What does the chart on this PRME ownership page compare?

The chart compares Keystone Financial Group's quarterly PRME portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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