Compass Financial Management
KEY icon

Compass Financial Management’s KeyCorp KEY Stock Holding History

Compass Financial 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
Q3 		$11.7K Sell
582
-53
-8% -$1.18K ﹤0.01% 1090
2026
Q2 		$14.7K Buy
+635
New +$13.8K ﹤0.01% 968

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Compass Financial Management's KEY Position: Q3 2026 in Review

Compass Financial Management reduced its KeyCorp (KEY) stake by 8.3% in Q3 2026, selling an estimated $1.18K and leaving 582 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Compass Financial Management first reported a position in KEY in Q2 2026 and has held it in 2 quarters since. The position peaked at $14.7K in Q2 2026. 769 funds tracked by Wall St. Rank hold KEY as of Q3 2026.

  • Compass Financial Management held 582 shares of KeyCorp worth $11.7K as of Q3 2026.
  • Compass Financial Management sold 53 KeyCorp shares in Q3 2026, an estimated $1.18K.
  • KeyCorp made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1090 holding.
  • Compass Financial Management first reported a position in KeyCorp in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's KeyCorp position peaked at $14.7K in Q2 2026.
  • 769 funds tracked by Wall St. Rank held KeyCorp as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.