Ownership history in Keystone Financial Services Β· 17 quarters on record
This page tracks every 13F SEC filing in which Keystone Financial Services reported a position in ISHARES TR (EFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Keystone Financial Services underperformed the S&P 500 by β7.3% annually on this EFG position. Timing score: 50% (8/16 decisions correct). Average cost basis: $94.41. Maximum drawdown during holding period: β33.5%.
β Significantly underperformed the S&P 500 by 7.3% ann.
16 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 16 add/trim decisions correct
Best entry: $75.84 (2022 Q2) Β· Worst: $110.24 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 9 trims. Bought during 3 of 6 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.93% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size