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 Q3	$5.56K	Hold	200	–	–	﹤0.01%	978
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Key Financial Inc's WRBY Position: Q3 2026 in Review

Key Financial Inc held its Warby Parker (WRBY) position steady in Q3 2026 at 200 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Key Financial Inc first reported a position in WRBY in Q2 2022 and has held it in 18 quarters since. The position peaked at $6.07K in Q2 2026. 118 funds tracked by Wall St. Rank hold WRBY as of Q3 2026.

Key Financial Inc held 200 shares of Warby Parker worth $5.56K as of Q3 2026.
Key Financial Inc left its Warby Parker share count unchanged in Q3 2026.
Warby Parker made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #978 holding.
Key Financial Inc first reported a position in Warby Parker in Q2 2022 and has held it in 18 quarters since.
Key Financial Inc's Warby Parker position peaked at $6.07K in Q2 2026.
118 funds tracked by Wall St. Rank held Warby Parker as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.