CIAS
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CBIZ Investment Advisory Services’s KeyCorp KEY Stock Holding History

CBIZ Investment Advisory Services’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
-61
Closed -$1.14K – 786
2025
Q3 		$1.14K Sell
61
-125
-67% -$2.31K ﹤0.01% 614
2025
Q2 		$3.24K Buy
186
+119
+178% +$1.84K ﹤0.01% 495
2025
Q1 		$1.07K Buy
67
+33
+97% +$560 ﹤0.01% 517
2024
Q4 		$583 Hold
34
– – ﹤0.01% 441
2024
Q3 		$570 Hold
34
– – ﹤0.01% 380
2024
Q2 		$483 Buy
+34
New +$493 ﹤0.01% 384

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CBIZ Investment Advisory Services's KEY Position: Q4 2025 in Review

CBIZ Investment Advisory Services sold out of KeyCorp (KEY) in Q4 2025, closing a stake of 61 shares — an estimated $1.14K sold.

CBIZ Investment Advisory Services first reported a position in KEY in Q2 2024 and held it in 6 quarters. The position peaked at $3.24K in Q2 2025. 872 funds tracked by Wall St. Rank hold KEY as of Q4 2025.

  • CBIZ Investment Advisory Services reported no remaining KeyCorp position as of Q4 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 61 KeyCorp shares in Q4 2025, an estimated $1.14K.
  • CBIZ Investment Advisory Services first reported a position in KeyCorp in Q2 2024 and held it in 6 quarters.
  • CBIZ Investment Advisory Services's KeyCorp position peaked at $3.24K in Q2 2025.
  • 872 funds tracked by Wall St. Rank held KeyCorp as of Q4 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2025, filed 9 Feb 2026.