Accurate Wealth Management
KEY icon

Accurate Wealth Management’s KeyCorp KEY Stock Holding History

Accurate 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
2026
Q3 		$539K Buy
27,067
+8,905
+49% +$198K 0.05% 354
2026
Q2 		$423K Buy
18,162
+304
+2% +$6.62K 0.04% 383
2026
Q1 		$383K Buy
17,858
+2,193
+14% +$45.9K 0.05% 370
2025
Q4 		$332K Buy
15,665
+4,191
+37% +$78K 0.04% 377
2025
Q3 		$207K Sell
11,474
-38
-0.3% -$703 0.03% 477
2025
Q2 		$213K Sell
11,512
-4,010
-26% -$62.2K 0.03% 421
2025
Q1 		$213K Buy
15,522
+29
+0.2% +$492 0.04% 355
2024
Q4 		$259K Sell
15,493
-504
-3% -$9.04K 0.05% 319
2024
Q3 		$280K Sell
15,997
-1,369
-8% -$21.7K 0.06% 292
2024
Q2 		$269K Sell
17,366
-232
-1% -$3.37K 0.06% 251
2024
Q1 		$257K Buy
17,598
+4,007
+29% +$57.9K 0.08% 241
2023
Q4 		$196K Sell
13,591
-4,197
-24% -$49.8K 0.06% 264
2023
Q3 		$197K Buy
17,788
+1,721
+11% +$19.1K 0.06% 260
2023
Q2 		$163K Buy
+16,067
New +$168K 0.05% 263
2023
Q1 		– Sell
-14,124
Closed -$257K – 867
2022
Q4 		$257K Sell
14,124
-1,659
-11% -$29.2K 0.09% 187
2022
Q3 		$267K Buy
+15,783
New +$283K 0.11% 147

Other funds holding KEY

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Accurate Wealth Management's KEY Position: Q3 2026 in Review

Accurate Wealth Management increased its KeyCorp (KEY) stake by 49% in Q3 2026, buying an estimated $198K and bringing the position to 27,067 shares worth $539K. The position accounts for 0.05% of the portfolio, ranked #354.

Accurate Wealth Management first reported a position in KEY in Q3 2022 and has held it in 16 quarters since. 347 funds tracked by Wall St. Rank hold KEY as of Q3 2026.

  • Accurate Wealth Management held 27,067 shares of KeyCorp worth $539K as of Q3 2026.
  • Accurate Wealth Management bought 8,905 KeyCorp shares in Q3 2026, an estimated $198K.
  • KeyCorp made up 0.05% of Accurate Wealth Management's portfolio in Q3 2026, its #354 holding.
  • Accurate Wealth Management first reported a position in KeyCorp in Q3 2022 and has held it in 16 quarters since.
  • 347 funds tracked by Wall St. Rank held KeyCorp as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.