Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s KeyCorp KEY Stock Holding History

Envestnet Portfolio 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
2026
Q1 		– Sell
-10,258
Closed -$212K – 1409
2025
Q4 		$212K Buy
+10,258
New +$191K ﹤0.01% 1443
2025
Q3 		– Sell
-21,329
Closed -$372K – 1527
2025
Q2 		$372K Buy
21,329
+3,025
+17% +$46.9K ﹤0.01% 1246
2025
Q1 		$293K Sell
18,304
-34,044
-65% -$577K ﹤0.01% 1300
2024
Q4 		$897K Sell
52,348
-2,328
-4% -$41.8K ﹤0.01% 976
2024
Q3 		$916K Sell
54,676
-3,925
-7% -$62.3K ﹤0.01% 937
2024
Q2 		$833K Buy
58,601
+1,927
+3% +$28K ﹤0.01% 923
2024
Q1 		$896K Buy
56,674
+1,833
+3% +$26.5K ﹤0.01% 877
2023
Q4 		$790K Buy
54,841
+19,474
+55% +$231K ﹤0.01% 866
2023
Q3 		$381K Buy
+35,367
New +$392K ﹤0.01% 1108

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return