MWM
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Modera Wealth Management’s KeyCorp KEY Stock Holding History

Modera Wealth Management’s Portfolio KEY Stock Details KEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,435
Closed -$288K – 657
2025
Q3 		$288K Sell
15,435
-240
-2% -$4.44K ﹤0.01% 550
2025
Q2 		$273K Sell
15,675
-2
-0% -$31 ﹤0.01% 552
2025
Q1 		$251K Sell
15,677
-844
-5% -$14.3K ﹤0.01% 545
2024
Q4 		$283K Buy
16,521
+627
+4% +$11.3K ﹤0.01% 524
2024
Q3 		$266K Sell
15,894
-16,209
-50% -$257K ﹤0.01% 511
2024
Q2 		$456K Buy
+32,103
New +$466K 0.01% 409
2022
Q1 		– Sell
-11,196
Closed -$259K – 478
2021
Q4 		$259K Buy
+11,196
New +$260K 0.01% 466

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Modera Wealth Management's KEY Position: Q4 2025 in Review

Modera Wealth Management sold out of KeyCorp (KEY) in Q4 2025, closing a stake of 15,435 shares — an estimated $288K sold.

Modera Wealth Management first reported a position in KEY in Q4 2021 and held it in 7 quarters. The position peaked at $456K in Q2 2024. 873 funds tracked by Wall St. Rank hold KEY as of Q4 2025.

  • Modera Wealth Management reported no remaining KeyCorp position as of Q4 2025 after selling out during the quarter.
  • Modera Wealth Management sold 15,435 KeyCorp shares in Q4 2025, an estimated $288K.
  • Modera Wealth Management first reported a position in KeyCorp in Q4 2021 and held it in 7 quarters.
  • Modera Wealth Management's KeyCorp position peaked at $456K in Q2 2024.
  • 873 funds tracked by Wall St. Rank held KeyCorp as of Q4 2025.

Based on Modera Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.