CWM
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Compass Wealth Management’s KeyCorp KEY Stock Holding History

Compass Wealth 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
2025
Q2 		– Sell
-2,000
Closed -$32K – 286
2025
Q1 		$32K Sell
2,000
-300
-13% -$5.09K 0.01% 286
2024
Q4 		$39.4K Hold
2,300
– – 0.01% 265
2024
Q3 		$38.5K Sell
2,300
-200
-8% -$3.17K 0.01% 278
2024
Q2 		$35.5K Hold
2,500
– – 0.01% 286
2024
Q1 		$39.5K Hold
2,500
– – 0.01% 270
2023
Q4 		$36K Sell
2,500
-102
-4% -$1.21K 0.01% 275
2023
Q3 		$28K Buy
2,602
+300
+13% +$3.32K 0.01% 288
2023
Q2 		$21.3K Sell
2,302
-1,123
-33% -$11.7K 0.01% 325
2023
Q1 		$42.9K Hold
3,425
– – 0.01% 252
2022
Q4 		$59.7K Buy
+3,425
New +$60.2K 0.02% 215

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Compass Wealth Management's KEY Position: Q2 2025 in Review

Compass Wealth Management sold out of KeyCorp (KEY) in Q2 2025, closing a stake of 2,000 shares — an estimated $32K sold.

Compass Wealth Management first reported a position in KEY in Q4 2022 and held it in 10 quarters. The position peaked at $59.7K in Q4 2022. 790 funds tracked by Wall St. Rank hold KEY as of Q2 2025.

  • Compass Wealth Management reported no remaining KeyCorp position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 2,000 KeyCorp shares in Q2 2025, an estimated $32K.
  • Compass Wealth Management first reported a position in KeyCorp in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's KeyCorp position peaked at $59.7K in Q4 2022.
  • 790 funds tracked by Wall St. Rank held KeyCorp as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.