KeyBank National Association
MORN icon

KeyBank National Association’s Morningstar MORN Stock Holding History

KeyBank National Association’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-772
Closed -$242K – 1207
2025
Q2 		$242K Sell
772
-38
-5% -$11.2K ﹤0.01% 1061
2025
Q1 		$243K Buy
810
+185
+30% +$58.3K ﹤0.01% 1042
2024
Q4 		$210K Sell
625
-83
-12% -$28.3K ﹤0.01% 1106
2024
Q3 		$226K Sell
708
-51
-7% -$15.8K ﹤0.01% 1059
2024
Q2 		$225K Buy
+759
New +$225K ﹤0.01% 1022

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

KeyBank National Association sold out of Morningstar (MORN) in Q3 2025, closing a stake of 772 shares — an estimated $242K sold.

KeyBank National Association first reported a position in MORN in Q2 2024 and held it in 5 quarters. The position peaked at $243K in Q1 2025. 451 funds tracked by Wall St. Rank hold MORN as of Q3 2025.

  • KeyBank National Association reported no remaining Morningstar position as of Q3 2025 after selling out during the quarter.
  • KeyBank National Association sold 772 Morningstar shares in Q3 2025, an estimated $242K.
  • KeyBank National Association first reported a position in Morningstar in Q2 2024 and held it in 5 quarters.
  • KeyBank National Association's Morningstar position peaked at $243K in Q1 2025.
  • 451 funds tracked by Wall St. Rank held Morningstar as of Q3 2025.

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