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Avantax Planning Partners’s KeyCorp KEY Stock Holding History

Avantax Planning Partners’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
Q2 		$229K Sell
9,944
-449
-4% -$9.78K 0.01% 416
2026
Q1 		$208K Sell
10,393
-96
-0.9% -$2.01K 0.01% 415
2025
Q4 		$216K Sell
10,489
-37
-0.4% -$689 0.01% 408
2025
Q3 		$197K Buy
10,526
+194
+2% +$3.59K 0.01% 429
2025
Q2 		$180K Sell
10,332
-202
-2% -$3.13K 0.01% 434
2025
Q1 		$168K Sell
10,534
-10
-0.1% -$170 0.01% 419
2024
Q4 		$181K Hold
10,544
– – 0.01% 417
2024
Q3 		$177K Sell
10,544
-889
-8% -$14.1K 0.01% 423
2024
Q2 		$162K Buy
11,433
+165
+1% +$2.39K 0.01% 450
2024
Q1 		$178K Sell
11,268
-4,681
-29% -$67.6K 0.01% 450
2023
Q4 		$230K Buy
+15,949
New +$189K 0.01% 337
2018
Q4 		– Sell
-450
Closed -$9K – 773
2018
Q3 		$9K Buy
+450
New +$9.35K ﹤0.01% 912
2018
Q2 		– Sell
-459
Closed -$8K – 881
2018
Q1 		$8K Buy
+459
New +$9.62K ﹤0.01% 1158

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Avantax Planning Partners's KEY Position: Q2 2026 in Review

Avantax Planning Partners reduced its KeyCorp (KEY) stake by 4.3% in Q2 2026, selling an estimated $9.78K and leaving 9,944 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #416.

Avantax Planning Partners first reported a position in KEY in Q1 2018 and has held it in 13 quarters since. The position peaked at $230K in Q4 2023. 935 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

  • Avantax Planning Partners held 9,944 shares of KeyCorp worth $229K as of Q2 2026.
  • Avantax Planning Partners sold 449 KeyCorp shares in Q2 2026, an estimated $9.78K.
  • KeyCorp made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #416 holding.
  • Avantax Planning Partners first reported a position in KeyCorp in Q1 2018 and has held it in 13 quarters since.
  • Avantax Planning Partners's KeyCorp position peaked at $230K in Q4 2023.
  • 935 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.