B.O.S.S. Retirement Advisors’s KeyCorp KEY Stock Holding History

B.O.S.S. Retirement Advisors’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 Q4	–	Sell	-25,129	Closed	-$470K	–	190
2025 Q3	$470K	Buy	+25,129	New	+$465K	0.11%	129
2024 Q4	–	Sell	-117,013	Closed	-$1.96M	–	252
2024 Q3	$1.96M	Buy	117,013 +3,960	+4%	+$62.8K	0.39%	65
2024 Q2	$1.61M	Buy	113,053 +3,146	+3%	+$45.6K	0.41%	63
2024 Q1	$1.58M	Sell	109,907 -13,169	-11%	-$190K	0.61%	62
2023 Q4	$1.77M	Sell	123,076 -20,004	-14%	-$238K	0.34%	96
2023 Q3	$1.54M	Sell	143,080 -17,712	-11%	-$196K	0.33%	111
2023 Q2	$1.49M	Buy	160,792 +57,813	+56%	+$603K	0.32%	133
2023 Q1	$1.29M	Buy	102,979 +8,417	+9%	+$142K	0.3%	129
2022 Q4	$1.65M	Buy	+94,562	New	+$1.66M	0.42%	99

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

B.O.S.S. Retirement Advisors's KEY Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of KeyCorp (KEY) in Q4 2025, closing a stake of 25,129 shares — an estimated $470K sold.

B.O.S.S. Retirement Advisors first reported a position in KEY in Q4 2022 and held it in 9 quarters. The position peaked at $1.96M in Q3 2024. 876 funds tracked by Wall St. Rank hold KEY as of Q4 2025.

B.O.S.S. Retirement Advisors reported no remaining KeyCorp position as of Q4 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 25,129 KeyCorp shares in Q4 2025, an estimated $470K.
B.O.S.S. Retirement Advisors first reported a position in KeyCorp in Q4 2022 and held it in 9 quarters.
B.O.S.S. Retirement Advisors's KeyCorp position peaked at $1.96M in Q3 2024.
876 funds tracked by Wall St. Rank held KeyCorp as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.