Cornerstone Planning Group
KEY icon

Cornerstone Planning Group’s KeyCorp KEY Stock Holding History

Cornerstone Planning Group’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 		– Sell
-369
Closed -$8.52K – 981
2026
Q2 		$8.52K Buy
369
+46
+14% +$1K ﹤0.01% 942
2026
Q1 		$7.05K Buy
323
+175
+118% +$3.67K ﹤0.01% 1006
2025
Q4 		$3.16K Sell
148
-216
-59% -$4.02K ﹤0.01% 1092
2025
Q3 		$6.38K Buy
364
+18
+5% +$333 ﹤0.01% 885
2025
Q2 		$6.16K Sell
346
-221
-39% -$3.43K ﹤0.01% 674
2025
Q1 		$8.23K Sell
567
-259
-31% -$4.39K ﹤0.01% 619
2024
Q4 		$14.6K Buy
826
+2
+0.2% +$36 ﹤0.01% 362
2024
Q3 		$14.3K Sell
824
-250
-23% -$3.97K ﹤0.01% 357
2024
Q2 		$15.2K Sell
1,074
-89
-8% -$1.29K ﹤0.01% 363
2024
Q1 		$17.4K Sell
1,163
-63
-5% -$910 0.01% 311
2023
Q4 		$17.7K Sell
1,226
-3
-0.2% -$36 0.01% 335
2023
Q3 		$13.2K Buy
1,229
+109
+10% +$1.21K 0.01% 373
2023
Q2 		$10.3K Buy
+1,120
New +$11.7K ﹤0.01% 648
2022
Q4 		$40.6K Buy
+2,470
New +$43.4K 0.02% 301

Other funds holding KEY

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Advisory Group
Asset Advisory Group Kinnelon, New Jersey $232M AUM 16.51% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Cornerstone Planning Group's KEY Position: Q3 2026 in Review

Cornerstone Planning Group sold out of KeyCorp (KEY) in Q3 2026, closing a stake of 369 shares — an estimated $8.52K sold.

Cornerstone Planning Group first reported a position in KEY in Q4 2022 and held it in 14 quarters. The position peaked at $40.6K in Q4 2022. 208 funds tracked by Wall St. Rank hold KEY as of Q3 2026.

  • Cornerstone Planning Group reported no remaining KeyCorp position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 369 KeyCorp shares in Q3 2026, an estimated $8.52K.
  • Cornerstone Planning Group first reported a position in KeyCorp in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's KeyCorp position peaked at $40.6K in Q4 2022.
  • 208 funds tracked by Wall St. Rank held KeyCorp as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.