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Atria Wealth Solutions’s KeyCorp KEY Stock Holding History

Atria Wealth Solutions’s Portfolio KEY Stock Details KEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$271K Sell
15,565
-23,723
-60% -$368K 0.01% 1209
2025
Q1 		$628K Sell
39,288
-959
-2% -$16.3K 0.01% 1088
2024
Q4 		$690K Sell
40,247
-2,582
-6% -$46.3K 0.01% 1084
2024
Q3 		$717K Buy
42,829
+1,832
+4% +$29.1K 0.01% 1056
2024
Q2 		$583K Buy
40,997
+516
+1% +$7.49K 0.01% 1164
2024
Q1 		$640K Buy
40,481
+7,866
+24% +$114K 0.01% 1134
2023
Q4 		$470K Sell
32,615
-171,994
-84% -$2.04M 0.01% 1245
2023
Q3 		$2.2M Sell
204,609
-8,478
-4% -$93.9K 0.03% 526
2023
Q2 		$1.97M Buy
213,087
+21,109
+11% +$220K 0.03% 570
2023
Q1 		$2.4M Buy
191,978
+157,951
+464% +$2.67M 0.04% 485
2022
Q4 		$593K Buy
34,027
+891
+3% +$15.7K 0.01% 993
2022
Q3 		$531K Buy
33,136
+22,454
+210% +$402K 0.01% 987
2022
Q2 		$184K Sell
10,682
-29,081
-73% -$562K ﹤0.01% 1473
2022
Q1 		$890K Buy
+39,763
New +$989K 0.01% 784

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Atria Wealth Solutions's KEY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its KeyCorp (KEY) stake by 60% in Q2 2025, selling an estimated $368K and leaving 15,565 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #1209.

Atria Wealth Solutions first reported a position in KEY in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.4M in Q1 2023. 790 funds tracked by Wall St. Rank hold KEY as of Q2 2025.

  • Atria Wealth Solutions held 15,565 shares of KeyCorp worth $271K as of Q2 2025.
  • Atria Wealth Solutions sold 23,723 KeyCorp shares in Q2 2025, an estimated $368K.
  • KeyCorp made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1209 holding.
  • Atria Wealth Solutions first reported a position in KeyCorp in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's KeyCorp position peaked at $2.4M in Q1 2023.
  • 790 funds tracked by Wall St. Rank held KeyCorp as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.