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HOLDCO ASSET MANAGEMENT RELEASES PRESENTATION TO THE INDEPENDENT DIRECTORS OF KEYCORP

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HoldCo Asset Management (manager of approximately $2.6 billion regulatory assets) released a presentation to the Independent Directors of KeyCorp (NYSE: KEY) on December 5, 2025 titled "Read My Lips: No New Acquisitions."

HoldCo disclosed it owns common stock and debt of KeyCorp or its subsidiaries and stated it has an economic interest in the price of those securities. The presentation is available online at HoldCo's website.

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Argus Dec 5 session
+0.78% close to close Open Argus
Details

News Market Reaction – KEY

On Dec 5, the day this news came out, KEY closed 0.78% above the previous close.

Data tracked by StockTitan Argus for the Dec 5 session.

Key Figures

Regulatory AUM: $2.6 billion
Regulatory AUM
$2.6 billion
HoldCo Asset Management regulatory assets under management

Historical Context

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24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

regulatory assets under management
1 terms
regulatory assets under management financial
"a Florida-based investment firm managing approximately $2.6 billion in regulatory assets under management"
Regulatory assets under management are the total client funds and investments that a firm is required to report to regulators as being under its control or advisory responsibility. For investors, this number signals the firm’s scale and the fees it can earn, and it is used by regulators to monitor risk, compliance and potential conflicts — like a publicly listed headcount that shows how much responsibility a manager carries.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FORT LAUDERDALE, Fla., Dec. 5, 2025 /PRNewswire/ -- Today, HoldCo Asset Management, LP ("HoldCo"), a Florida-based investment firm managing approximately $2.6 billion in regulatory assets under management, released a presentation to the Independent Directors of KeyCorp entitled "Read My Lips: No New Acquisitions."

The presentation may be found at the following link:

https://holdcoam.co/KEY_Dec5

In the presentation, HoldCo disclosed that it owns common stock and debt of KeyCorp or its subsidiaries (NYSE: KEY) and consequently has an economic interest in the price of these securities.

About HoldCo Asset Management, LP

HoldCo Asset Management, LP is an investment adviser located in Fort Lauderdale, Florida. HoldCo was founded by Vik Ghei and Misha Zaitzeff. HoldCo currently has approximately $2.6 billion of regulatory assets under management.

Disclaimer

As of the publication date of this report, a fund managed by HoldCo has a long position in KeyCorp through ownership of its common stock and another fund managed by HoldCo holds debt issued by KeyCorp or its subsidiaries. HoldCo may change its views about its investment positions in KeyCorp at any time, for any reason or no reason, and at any time may change the form or substance of any of its related or unrelated investment positions. If it does so, it will not be under obligation to inform anyone and does not intend to do so unless required by law.

All content in this press release and referenced presentations represent the opinions of HoldCo and are for discussion and general information purposes only. HoldCo has obtained all information herein from publicly available sources, and such information is presented "as is," without warranty of any kind whether express or implied. All data and other information are not warranted as to completeness or accuracy and reflect HoldCo's views as of this date, all of which are accordingly subject to change without notice.

This document is not intended to be, nor should it be construed as, a marketing or solicitation vehicle for HoldCo or any fund managed by HoldCo, and it is not investment advice, an investment recommendation, or an offer to buy or sell or the solicitation of an offer to buy or sell any securities, including without limitation any interests in a fund managed by and/or associated with HoldCo. Any offer or solicitation may only be made pursuant to a private placement memorandum, agreement of limited partnership, or similar or related documents, which will only be provided to qualified offerees and should be reviewed carefully and in their entirety by any such offerees prior to making or considering a decision to invest in any HoldCo managed fund.

The information contained in this document may include, or incorporate by reference, forward-looking statements, which would include any statements that are not statements of historical fact. These forward-looking statements may turn out to be wrong and can be affected by inaccurate assumptions or by known or unknown risks, uncertainties and other factors. There can be no assurance that forward-looking statements will materialize or that actual results will not be materially different than those presented.

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/holdco-asset-management-releases-presentation-to-the-independent-directors-of-keycorp-302633845.html

SOURCE HoldCo Asset Management

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did HoldCo Asset Management announce to KeyCorp's Independent Directors on December 5, 2025 (KEY)?

HoldCo presented "Read My Lips: No New Acquisitions" and disclosed ownership of KeyCorp common stock and debt.

How much regulatory assets under management does HoldCo Asset Management report in the December 5, 2025 presentation?

HoldCo reported managing approximately $2.6 billion in regulatory assets under management.

Does HoldCo say it has an economic interest in KeyCorp (NYSE: KEY) securities?

Yes. HoldCo disclosed it owns common stock and debt of KeyCorp or its subsidiaries and has an economic interest in their price.

Where can investors view HoldCo's December 5, 2025 presentation to KeyCorp directors (KEY)?

The presentation is available on HoldCo Asset Management's website at the link provided in the announcement.

What is the main message of the HoldCo presentation to KeyCorp's board on December 5, 2025 (KEY)?

The presentation title emphasizes a position of "No New Acquisitions," indicating HoldCo's stance on acquisition activity.

Does HoldCo's disclosure on December 5, 2025 affect KeyCorp shareholder voting or filings (KEY)?

The presentation discloses HoldCo's ownership and economic interest; it does not by itself state any changes to shareholder voting or regulatory filings.

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