AAS
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Avantax Advisory Services’s KeyCorp KEY Stock Holding History

Avantax Advisory Services’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
Q2 		$1.31M Buy
75,006
+14,224
+23% +$221K 0.01% 1005
2025
Q1 		$972K Sell
60,782
-16,929
-22% -$287K 0.01% 1104
2024
Q4 		$1.33M Buy
77,711
+5,706
+8% +$102K 0.01% 911
2024
Q3 		$1.21M Sell
72,005
-2,611
-3% -$41.4K 0.01% 927
2024
Q2 		$1.06M Buy
74,616
+27,107
+57% +$393K 0.01% 947
2024
Q1 		$751K Sell
47,509
-5,962
-11% -$86.1K 0.01% 866
2023
Q4 		$770K Buy
53,471
+6,785
+15% +$80.6K 0.01% 816
2023
Q3 		$502K Sell
46,686
-3,180
-6% -$35.2K 0.01% 943
2023
Q2 		$461K Sell
49,866
-2,336
-4% -$24.4K 0.01% 970
2023
Q1 		$654K Buy
52,202
+10,353
+25% +$175K 0.01% 811
2022
Q4 		$729K Buy
41,849
+2,406
+6% +$42.3K 0.01% 729
2022
Q3 		$632K Sell
39,443
-5,955
-13% -$107K 0.01% 682
2022
Q2 		$782K Buy
45,398
+4,076
+10% +$78.8K 0.01% 626
2022
Q1 		$922K Buy
41,322
+8,281
+25% +$206K 0.01% 565
2021
Q4 		$764K Buy
33,041
+6,541
+25% +$152K 0.01% 608
2021
Q3 		$572K Buy
26,500
+569
+2% +$11.5K 0.01% 672
2021
Q2 		$531K Buy
25,931
+1,965
+8% +$42.7K 0.01% 692
2021
Q1 		$477K Sell
23,966
-1,403
-6% -$27.1K 0.01% 635
2020
Q4 		$415K Sell
25,369
-25,399
-50% -$370K 0.01% 610
2020
Q3 		$609K Buy
50,768
+25,436
+100% +$310K 0.01% 728
2020
Q2 		$311K Sell
25,332
-50
-0.2% -$581 0.01% 619
2020
Q1 		$259K Buy
25,382
+3,258
+15% +$54.2K 0.01% 633
2019
Q4 		$445K Buy
22,124
+5,749
+35% +$108K 0.01% 512
2019
Q3 		$294K Buy
16,375
+4,186
+34% +$72.4K 0.01% 435
2019
Q2 		$216K Buy
+12,189
New +$206K 0.01% 470

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Advisory Services's KEY Position: Q2 2025 in Review

Avantax Advisory Services increased its KeyCorp (KEY) stake by 23% in Q2 2025, buying an estimated $221K and bringing the position to 75,006 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #1005.

Avantax Advisory Services first reported a position in KEY in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.33M in Q4 2024. 791 funds tracked by Wall St. Rank hold KEY as of Q2 2025.

  • Avantax Advisory Services held 75,006 shares of KeyCorp worth $1.31M as of Q2 2025.
  • Avantax Advisory Services bought 14,224 KeyCorp shares in Q2 2025, an estimated $221K.
  • KeyCorp made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1005 holding.
  • Avantax Advisory Services first reported a position in KeyCorp in Q2 2019 and has held it in 25 quarters since.
  • Avantax Advisory Services's KeyCorp position peaked at $1.33M in Q4 2024.
  • 791 funds tracked by Wall St. Rank held KeyCorp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.