Key Financial Inc’s Warby Parker WRBY Stock Holding History

Key Financial Inc’s Portfolio WRBY Stock Details WRBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.07K	Hold	200	–	–	﹤0.01%	977
2026 Q1	$4.21K	Hold	200	–	–	﹤0.01%	1068
2025 Q4	$4.36K	Hold	200	–	–	﹤0.01%	1059
2025 Q3	$5.43K	Hold	200	–	–	﹤0.01%	1025
2025 Q2	$4.39K	Hold	200	–	–	﹤0.01%	1062
2025 Q1	$3.65K	Hold	200	–	–	﹤0.01%	1063
2024 Q4	$4.84K	Hold	200	–	–	﹤0.01%	1004
2024 Q3	$3.27K	Hold	200	–	–	﹤0.01%	1049
2024 Q2	$3.21K	Hold	200	–	–	﹤0.01%	1044
2024 Q1	$2.72K	Hold	200	–	–	﹤0.01%	1060
2023 Q4	$2.82K	Hold	200	–	–	﹤0.01%	1056
2023 Q3	$2.63K	Hold	200	–	–	﹤0.01%	1074
2023 Q2	$2.34K	Hold	200	–	–	﹤0.01%	1144
2023 Q1	$2.12K	Hold	200	–	–	﹤0.01%	951
2022 Q4	$2.67K	Hold	200	–	–	﹤0.01%	903
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	915
2022 Q2	$2K	Buy	+200	New	+$4.02K	﹤0.01%	973

Other funds holding WRBY

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Key Financial Inc's WRBY Position: Q2 2026 in Review

Key Financial Inc held its Warby Parker (WRBY) position steady in Q2 2026 at 200 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Key Financial Inc first reported a position in WRBY in Q2 2022 and has held it in 17 quarters since. 66 funds tracked by Wall St. Rank hold WRBY as of Q2 2026.

Key Financial Inc held 200 shares of Warby Parker worth $6.07K as of Q2 2026.
Key Financial Inc left its Warby Parker share count unchanged in Q2 2026.
Warby Parker made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #977 holding.
Key Financial Inc first reported a position in Warby Parker in Q2 2022 and has held it in 17 quarters since.
66 funds tracked by Wall St. Rank held Warby Parker as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.