Brookstone Capital Management’s KeyCorp KEY Stock Holding History

Brookstone Capital 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 Q1	$11.3M	Sell	562,625 -49,708	-8%	-$1.04M	0.13%	193
2025 Q4	$12.6M	Sell	612,333 -32,105	-5%	-$598K	0.14%	170
2025 Q3	$12M	Buy	644,438 +628,530	+3,951%	+$11.6M	0.14%	179
2025 Q2	$277K	Buy	15,908 +4,182	+36%	+$64.8K	﹤0.01%	933
2025 Q1	$187K	Sell	11,726 -689	-6%	-$11.7K	﹤0.01%	980
2024 Q4	$213K	Buy	12,415 +734	+6%	+$13.2K	﹤0.01%	936
2024 Q3	$196K	Buy	11,681 +1,501	+15%	+$23.8K	﹤0.01%	970
2024 Q2	$165K	Buy	+10,180	New	+$148K	﹤0.01%	922
2021 Q2	–	Sell	-10,200	Closed	-$204K	–	734
2021 Q1	$204K	Buy	+10,200	New	+$197K	0.01%	475
2015 Q4	–	Sell	-1,621	Closed	-$21K	–	546
2015 Q3	$21K	Hold	1,621	–	–	﹤0.01%	761
2015 Q2	$24K	Buy	+1,621	New	+$23.9K	﹤0.01%	768

Other funds holding KEY

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Atlanta, Georgia $653B AUM 32.41% 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