BWA
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Beam Wealth Advisors’s KeyCorp KEY Stock Holding History

Beam Wealth 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
2026
Q1 		– Sell
-15,914
Closed -$328K – 113
2025
Q4 		$328K Sell
15,914
-2,500
-14% -$46.5K 0.09% 100
2025
Q3 		$344K Sell
18,414
-2,487
-12% -$46K 0.09% 99
2025
Q2 		$364K Sell
20,901
-350
-2% -$5.43K 0.11% 98
2025
Q1 		$340K Sell
21,251
-345
-2% -$5.85K 0.11% 96
2024
Q4 		$370K Sell
21,596
-2,274
-10% -$40.8K 0.12% 96
2024
Q3 		$400K Sell
23,870
-1,060
-4% -$16.8K 0.12% 95
2024
Q2 		$354K Buy
+24,930
New +$362K 0.12% 96

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Beam Wealth Advisors's KEY Position: Q1 2026 in Review

Beam Wealth Advisors sold out of KeyCorp (KEY) in Q1 2026, closing a stake of 15,914 shares — an estimated $328K sold.

Beam Wealth Advisors first reported a position in KEY in Q2 2024 and held it in 7 quarters. The position peaked at $400K in Q3 2024. 889 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

  • Beam Wealth Advisors reported no remaining KeyCorp position as of Q1 2026 after selling out during the quarter.
  • Beam Wealth Advisors sold 15,914 KeyCorp shares in Q1 2026, an estimated $328K.
  • Beam Wealth Advisors first reported a position in KeyCorp in Q2 2024 and held it in 7 quarters.
  • Beam Wealth Advisors's KeyCorp position peaked at $400K in Q3 2024.
  • 889 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Beam Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.