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Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

KEY holding history

Keycorp in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KEY overviewAll 13F holders of KEYFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of KEY by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−15,435−100.0%Sold outHolders
Q3 202515,435$288.5K<0.1%−240−1.5%ReducedHolders
Q2 202515,675$273.1K<0.1%−20.0%ReducedHolders
Q1 202515,677$250.7K<0.1%−844−5.1%ReducedHolders
Q4 202416,521$283.2K<0.1%+627+3.9%AddedHolders
Q3 202415,894$266.2K<0.1%−16,209−50.5%ReducedHolders
Q2 202432,103$456.2K<0.1%+32,103NewHolders
Q1 20220$00.0%−11,196−100.0%Sold outHolders
Q4 202111,196$259.0K<0.1%+11,196NewHolders