Envestnet Portfolio Solutions, Inc.

Position in KEY — Keycorp /New/

CIK 1998033 BERWYN, PA

Position in KEY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$11,995,796

+$11,784,071 QoQ

Shares Held

520,425

+4973.4% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#123

of 933 holders

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $66,543,258 across 37 Banks - Regional names. KEY ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RF	Regions Financial Corp	733,501	$22,151,730
2	KEY	Keycorp /New/ This page	520,425	$11,995,796
3	USB	US Bancorp De	102,173	$6,171,249
4	PNC	Pnc Financial Services Group, Inc.	19,955	$4,913,320
5	TFC	Truist Financial Corp	47,314	$2,357,183
6	FITB	Fifth Third Bancorp	35,927	$2,025,204
7	EWBC	East West Bancorp Inc	15,629	$2,017,547
8	PNFP	Pinnacle Financial Partners, Inc.	16,908	$1,705,679

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,995,796	520,425	+4973.4%	Shares	Sole	2026-07-20
2025-12-31	$211,725	10,258	-51.9%	Shares	Sole	2026-02-06
2025-06-30	$371,551	21,329	+16.5%	Shares	Sole	2025-07-25
2025-03-31	$292,680	18,304	-65.0%	Shares	Sole	2025-04-21
2024-12-31	$897,244	52,348	-4.3%	Shares	Sole	2025-02-10
2024-09-30	$915,823	54,676	-6.7%	Shares	Sole	2024-10-31
2024-06-30	$832,720	58,601	+3.4%	Shares	Sole	2024-07-16
2024-03-31	$896,015	56,674	+3.3%	Shares	Sole	2024-05-06
2023-12-31	$789,710	54,841	+55.1%	Shares	Sole	2024-02-07
2023-09-30	$380,548	35,367	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.