KeyBank National Association
PHR icon

KeyBank National Association’s Phreesia PHR Stock Holding History

KeyBank National Association’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,495
Closed -$441K – 1215
2025
Q2 		$441K Buy
+15,495
New +$393K ﹤0.01% 821
2023
Q3 		– Sell
-10,689
Closed -$331K – 1060
2023
Q2 		$331K Buy
10,689
+3,870
+57% +$121K ﹤0.01% 850
2023
Q1 		$220K Hold
6,819
– – ﹤0.01% 990
2022
Q4 		$221K Buy
+6,819
New +$185K ﹤0.01% 975

Other funds holding PHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

KeyBank National Association sold out of Phreesia (PHR) in Q3 2025, closing a stake of 15,495 shares — an estimated $441K sold.

KeyBank National Association first reported a position in PHR in Q4 2022 and held it in 4 quarters. The position peaked at $441K in Q2 2025. 234 funds tracked by Wall St. Rank hold PHR as of Q3 2025.

  • KeyBank National Association reported no remaining Phreesia position as of Q3 2025 after selling out during the quarter.
  • KeyBank National Association sold 15,495 Phreesia shares in Q3 2025, an estimated $441K.
  • KeyBank National Association first reported a position in Phreesia in Q4 2022 and held it in 4 quarters.
  • KeyBank National Association's Phreesia position peaked at $441K in Q2 2025.
  • 234 funds tracked by Wall St. Rank held Phreesia as of Q3 2025.

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