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Concord Wealth Partners’s KeyCorp KEY Stock Holding History

Concord Wealth Partners’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
Q2 		$50.3K Buy
+2,183
New +$47.6K 0.01% 365
2026
Q1 		– Sell
-2,183
Closed -$45.1K – 520
2025
Q4 		$45.1K Hold
2,183
– – 0.01% 342
2025
Q3 		$40.8K Hold
2,183
– – 0.01% 364
2025
Q2 		$38K Buy
2,183
+910
+71% +$14.1K 0.01% 375
2025
Q1 		$20.4K Hold
1,273
– – ﹤0.01% 432
2024
Q4 		$21.8K Hold
1,273
– – ﹤0.01% 441
2024
Q3 		$21.3K Sell
1,273
-94
-7% -$1.49K ﹤0.01% 461
2024
Q2 		$19.4K Hold
1,367
– – ﹤0.01% 430
2024
Q1 		$21.6K Sell
1,367
-500
-27% -$7.22K ﹤0.01% 477
2023
Q4 		$26.9K Sell
1,867
-768
-29% -$9.12K 0.01% 441
2023
Q3 		$28.4K Sell
2,635
-501
-16% -$5.55K 0.01% 458
2023
Q2 		$29K Buy
3,136
+2,408
+331% +$25.1K 0.01% 448
2023
Q1 		$9.12K Sell
728
-6,100
-89% -$103K ﹤0.01% 602
2022
Q4 		$119K Buy
+6,828
New +$120K 0.04% 222
2022
Q3 		– Sell
-6,907
Closed -$119K – 674
2022
Q2 		$119K Buy
6,907
+2,665
+63% +$51.5K 0.03% 234
2022
Q1 		$95K Buy
4,242
+365
+9% +$9.08K 0.02% 309
2021
Q4 		$90K Buy
3,877
+3,650
+1,608% +$84.7K 0.02% 327
2021
Q3 		$5K Sell
227
-3,150
-93% -$63.7K ﹤0.01% 585
2021
Q2 		$70K Hold
3,377
– – 0.02% 294
2021
Q1 		$67K Buy
3,377
+377
+13% +$7.27K 0.02% 287
2020
Q4 		$49K Buy
+3,000
New +$43.7K 0.04% 211

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Concord Wealth Partners's KEY Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in KeyCorp (KEY) in Q2 2026: 2,183 shares worth $50.3K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in KEY as recently as Q4 2025.

Concord Wealth Partners first reported a position in KEY in Q4 2020 and has held it in 21 quarters since. The position peaked at $119K in Q2 2022. 938 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

  • Concord Wealth Partners held 2,183 shares of KeyCorp worth $50.3K as of Q2 2026.
  • KeyCorp was a new Concord Wealth Partners position in Q2 2026.
  • KeyCorp made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #365 holding.
  • Concord Wealth Partners first reported a position in KeyCorp in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's KeyCorp position peaked at $119K in Q2 2022.
  • 938 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.