KFI
WBA

Key Financial Inc’s Walgreens Boots Alliance WBA Stock Holding History

Key Financial Inc’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-481
Closed -$5.52K – 1497
2025
Q2 		$5.52K Hold
481
– – ﹤0.01% 1011
2025
Q1 		$5.37K Sell
481
-38
-7% -$413 ﹤0.01% 980
2024
Q4 		$4.84K Hold
519
– – ﹤0.01% 1003
2024
Q3 		$4.65K Hold
519
– – ﹤0.01% 990
2024
Q2 		$6.28K Sell
519
-226
-30% -$3.83K ﹤0.01% 895
2024
Q1 		$16.2K Hold
745
– – ﹤0.01% 652
2023
Q4 		$19.5K Sell
745
-2,000
-73% -$44.7K 0.01% 598
2023
Q3 		$61K Buy
2,745
+5
+0.2% +$133 0.02% 371
2023
Q2 		$78.1K Buy
2,740
+3
+0.1% +$98 0.03% 341
2023
Q1 		$94.6K Buy
2,737
+5
+0.2% +$177 0.03% 292
2022
Q4 		$85.8K Hold
2,732
– – 0.04% 269
2022
Q3 		$86K Buy
2,732
+3
+0.1% +$111 0.04% 273
2022
Q2 		$105K Buy
2,729
+3
+0.1% +$129 0.06% 227
2022
Q1 		$122K Buy
2,726
+2
+0.1% +$98 0.06% 220
2021
Q4 		$142K Buy
2,724
+2
+0.1% +$97 0.07% 184
2021
Q3 		$128K Sell
2,722
-6
-0.2% -$289 0.07% 192
2021
Q2 		$129K Buy
2,728
+2
+0.1% +$108 0.07% 192
2021
Q1 		$150K Buy
2,726
+2
+0.1% +$99 0.1% 158
2020
Q4 		$109K Buy
+2,724
New +$106K 0.08% 176
2020
Q2 		– Sell
-2,755
Closed -$124K – 641
2020
Q1 		$124K Buy
+2,755
New +$140K 0.13% 130

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
GCM
Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $2.89M AUM 12.57% 1-Year Est. Return

Key Financial Inc's WBA Position: Q3 2025 in Review

Key Financial Inc sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 481 shares — an estimated $5.52K sold.

Key Financial Inc first reported a position in WBA in Q1 2020 and held it in 20 quarters. The position peaked at $150K in Q1 2021. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Key Financial Inc reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Key Financial Inc sold 481 Walgreens Boots Alliance shares in Q3 2025, an estimated $5.52K.
  • Key Financial Inc first reported a position in Walgreens Boots Alliance in Q1 2020 and held it in 20 quarters.
  • Key Financial Inc's Walgreens Boots Alliance position peaked at $150K in Q1 2021.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.