Beese Fulmer Investment Management’s KeyCorp KEY Stock Holding History

Beese Fulmer Investment 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 Q2	$1.33M	Sell	57,709 -4,777	-8%	-$104K	0.08%	141
2026 Q1	$1.25M	Sell	62,486 -6,867	-10%	-$144K	0.08%	133
2025 Q4	$1.43M	Buy	69,353 +8,845	+15%	+$165K	0.09%	121
2025 Q3	$1.13M	Buy	60,508 +9,807	+19%	+$182K	0.08%	135
2025 Q2	$883K	Buy	50,701 +2,090	+4%	+$32.4K	0.07%	144
2025 Q1	$777K	Buy	48,611 +90	+0.2%	+$1.53K	0.07%	133
2024 Q4	$832K	Sell	48,521 -2,922	-6%	-$52.4K	0.07%	130
2024 Q3	$862K	Sell	51,443 -390	-0.8%	-$6.19K	0.07%	126
2024 Q2	$737K	Hold	51,833	–	–	0.07%	129
2024 Q1	$819K	Buy	51,833 +40	+0.1%	+$578	0.08%	126
2023 Q4	$746K	Sell	51,793 -4,040	-7%	-$48K	0.08%	127
2023 Q3	$601K	Hold	55,833	–	–	0.07%	138
2023 Q2	$516K	Sell	55,833 -2,987	-5%	-$31.2K	0.06%	147
2023 Q1	$736K	Sell	58,820 -13	-0%	-$220	0.08%	133
2022 Q4	$1.02M	Hold	58,833	–	–	0.12%	120
2022 Q3	$943K	Hold	58,833	–	–	0.13%	116
2022 Q2	$1.01M	Sell	58,833 -4,574	-7%	-$88.4K	0.13%	114
2022 Q1	$1.42M	Sell	63,407 -2,600	-4%	-$64.7K	0.15%	107
2021 Q4	$1.53M	Sell	66,007 -2,036	-3%	-$47.3K	0.16%	105
2021 Q3	$1.47M	Hold	68,043	–	–	0.17%	106
2021 Q2	$1.41M	Hold	68,043	–	–	0.16%	109
2021 Q1	$1.36M	Hold	68,043	–	–	0.16%	108
2020 Q4	$1.12M	Sell	68,043 -5,164	-7%	-$75.2K	0.14%	109
2020 Q3	$873K	Sell	73,207 -5,445	-7%	-$66.4K	0.12%	112
2020 Q2	$958K	Sell	78,652 -245	-0.3%	-$2.85K	0.14%	105
2020 Q1	$818K	Sell	78,897 -2,000	-2%	-$33.3K	0.15%	108
2019 Q4	$1.64M	Sell	80,897 -66	-0.1%	-$1.25K	0.23%	100
2019 Q3	$1.44M	Buy	80,963 +9,669	+14%	+$167K	0.22%	99
2019 Q2	$1.26M	Sell	71,294 -1,000	-1%	-$16.9K	0.24%	89
2019 Q1	$1.14M	Hold	72,294	–	–	0.22%	86
2018 Q4	$1.07M	Hold	72,294	–	–	0.24%	86
2018 Q3	$1.44M	Buy	72,294 +1,164	+2%	+$24.2K	0.28%	87
2018 Q2	$1.39M	Hold	71,130	–	–	0.29%	84
2018 Q1	$1.39M	Sell	71,130 -1,184	-2%	-$24.8K	0.3%	83
2017 Q4	$1.46M	Sell	72,314 -1,000	-1%	-$18.9K	0.31%	83
2017 Q3	$1.38M	Sell	73,314 -612	-0.8%	-$11.1K	0.31%	79
2017 Q2	$1.39M	Hold	73,926	–	–	0.33%	78
2017 Q1	$1.31M	Sell	73,926 -3,948	-5%	-$72.3K	0.32%	77
2016 Q4	$1.42M	Sell	77,874 -6,300	-7%	-$99.3K	0.37%	73
2016 Q3	$1.02M	Sell	84,174 -1,999	-2%	-$23.9K	0.28%	79
2016 Q2	$952K	Sell	86,173 -2,250	-3%	-$26.8K	0.27%	84
2016 Q1	$948K	Buy	88,423 +6,355	+8%	+$71K	0.28%	85
2015 Q4	$1.08M	Hold	82,068	–	–	0.33%	75
2015 Q3	$1.07M	Buy	82,068 +760	+0.9%	+$10.8K	0.35%	73
2015 Q2	$1.22M	Hold	81,308	–	–	0.39%	70
2015 Q1	$1.15M	Sell	81,308 -5,300	-6%	-$72.8K	0.38%	67
2014 Q4	$1.2M	Sell	86,608 -800	-0.9%	-$10.6K	0.38%	68
2014 Q3	$1.17M	Hold	87,408	–	–	0.38%	69
2014 Q2	$1.25M	Sell	87,408 -3,995	-4%	-$55.2K	0.41%	67
2014 Q1	$1.3M	Sell	91,403 -2,300	-2%	-$30.8K	0.45%	63
2013 Q4	$1.26M	Sell	93,703 -8,000	-8%	-$101K	0.45%	61
2013 Q3	$1.16M	Sell	101,703 -1,000	-1%	-$11.9K	0.46%	61
2013 Q2	$1.13M	Buy	+102,703	New	+$1.06M	0.49%	60

Other funds holding KEY

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Beese Fulmer Investment Management's KEY Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its KeyCorp (KEY) stake by 7.6% in Q2 2026, selling an estimated $104K and leaving 57,709 shares worth $1.33M. The position accounts for 0.08% of the portfolio, ranked #141.

Beese Fulmer Investment Management first reported a position in KEY in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.64M in Q4 2019. 315 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

Beese Fulmer Investment Management held 57,709 shares of KeyCorp worth $1.33M as of Q2 2026.
Beese Fulmer Investment Management sold 4,777 KeyCorp shares in Q2 2026, an estimated $104K.
KeyCorp made up 0.08% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #141 holding.
Beese Fulmer Investment Management first reported a position in KeyCorp in Q2 2013 and has held it in 53 quarters since.
Beese Fulmer Investment Management's KeyCorp position peaked at $1.64M in Q4 2019.
315 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.