AWM
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Accredited Wealth Management’s KeyCorp KEY Stock Holding History

Accredited 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
Q3 		$8.52K Sell
140
-316
-69% -$5.85K 0.01% 278
2025
Q2 		$7.94K Hold
456
– – 0.01% 287
2025
Q1 		$7.29K Buy
+456
New +$7.74K 0.01% 269

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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Accredited Wealth Management's KEY Position: Q3 2025 in Review

Accredited Wealth Management reduced its KeyCorp (KEY) stake by 69% in Q3 2025, selling an estimated $5.85K and leaving 140 shares worth $8.52K. The position accounts for 0.01% of the portfolio, ranked #278.

Accredited Wealth Management first reported a position in KEY in Q1 2025 and has held it in 3 quarters since. 815 funds tracked by Wall St. Rank hold KEY as of Q3 2025.

  • Accredited Wealth Management held 140 shares of KeyCorp worth $8.52K as of Q3 2025.
  • Accredited Wealth Management sold 316 KeyCorp shares in Q3 2025, an estimated $5.85K.
  • KeyCorp made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #278 holding.
  • Accredited Wealth Management first reported a position in KeyCorp in Q1 2025 and has held it in 3 quarters since.
  • 815 funds tracked by Wall St. Rank held KeyCorp as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.