CFFP
KEY icon

Center for Financial Planning’s KeyCorp KEY Stock Holding History

Center for Financial Planning’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
-307
Closed -$5.74K – 722
2025
Q3 		$5.74K Buy
+307
New +$5.68K ﹤0.01% 537

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Center for Financial Planning's KEY Position: Q4 2025 in Review

Center for Financial Planning sold out of KeyCorp (KEY) in Q4 2025, closing a stake of 307 shares — an estimated $5.74K sold.

Center for Financial Planning first reported a position in KEY in Q3 2025 and held it in 1 quarter. The position peaked at $5.74K in Q3 2025. 873 funds tracked by Wall St. Rank hold KEY as of Q4 2025.

  • Center for Financial Planning reported no remaining KeyCorp position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 307 KeyCorp shares in Q4 2025, an estimated $5.74K.
  • Center for Financial Planning first reported a position in KeyCorp in Q3 2025 and held it in 1 quarter.
  • Center for Financial Planning's KeyCorp position peaked at $5.74K in Q3 2025.
  • 873 funds tracked by Wall St. Rank held KeyCorp as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.