KeyBank National Association
EG icon

KeyBank National Association’s Everest Group EG Stock Holding History

KeyBank National Association’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-889
Closed -$302K – 1184
2025
Q2 		$302K Sell
889
-766
-46% -$264K ﹤0.01% 985
2025
Q1 		$601K Buy
1,655
+337
+26% +$119K ﹤0.01% 695
2024
Q4 		$478K Sell
1,318
-71
-5% -$26.6K ﹤0.01% 806
2024
Q3 		$544K Buy
1,389
+446
+47% +$170K ﹤0.01% 740
2024
Q2 		$359K Sell
943
-35
-4% -$13.2K ﹤0.01% 871
2024
Q1 		$389K Buy
978
+15
+2% +$5.62K ﹤0.01% 849
2023
Q4 		$341K Sell
963
-93
-9% -$36K ﹤0.01% 894
2023
Q3 		$392K Buy
1,056
+103
+11% +$37.4K ﹤0.01% 782
2023
Q2 		$326K Sell
953
-246
-21% -$88.8K ﹤0.01% 854
2023
Q1 		$429K Sell
1,199
-298
-20% -$107K ﹤0.01% 753
2022
Q4 		$496K Buy
+1,497
New +$466K ﹤0.01% 700
2022
Q1 		– Sell
-3,165
Closed -$867K – 1085
2021
Q4 		$867K Buy
3,165
+4
+0.1% +$1.08K ﹤0.01% 639
2021
Q3 		$793K Buy
3,161
+5
+0.2% +$1.28K ﹤0.01% 643
2021
Q2 		$795K Sell
3,156
-2,763
-47% -$719K ﹤0.01% 642
2021
Q1 		$1.47M Buy
5,919
+981
+20% +$234K 0.01% 447
2020
Q4 		$1.16M Buy
4,938
+2,947
+148% +$651K 0.01% 481
2020
Q3 		$393K Buy
1,991
+13
+0.7% +$2.78K ﹤0.01% 757
2020
Q2 		$408K Buy
+1,978
New +$385K ﹤0.01% 736
2020
Q1 		– Sell
-1,593
Closed -$441K – 942
2019
Q4 		$441K Sell
1,593
-1,854
-54% -$489K ﹤0.01% 758
2019
Q3 		$917K Sell
3,447
-2,750
-44% -$694K 0.01% 530
2019
Q2 		$1.53M Buy
+6,197
New +$1.49M 0.01% 418
2019
Q1 		– Sell
-5,223
Closed -$1.14M – 948
2018
Q4 		$1.14M Sell
5,223
-1,458
-22% -$318K 0.01% 444
2018
Q3 		$1.53M Sell
6,681
-1,749
-21% -$391K 0.01% 420
2018
Q2 		$1.94M Sell
8,430
-2,005
-19% -$471K 0.01% 363
2018
Q1 		$2.68M Buy
+10,435
New +$2.5M 0.02% 307

Other funds holding EG

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

KeyBank National Association's EG Position: Q3 2025 in Review

KeyBank National Association sold out of Everest Group (EG) in Q3 2025, closing a stake of 889 shares — an estimated $302K sold.

KeyBank National Association first reported a position in EG in Q1 2018 and held it in 25 quarters. The position peaked at $2.68M in Q1 2018. 677 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • KeyBank National Association reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
  • KeyBank National Association sold 889 Everest Group shares in Q3 2025, an estimated $302K.
  • KeyBank National Association first reported a position in Everest Group in Q1 2018 and held it in 25 quarters.
  • KeyBank National Association's Everest Group position peaked at $2.68M in Q1 2018.
  • 677 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on KeyBank National Association's 13F filing for Q3 2025, filed 4 Nov 2025.