CPG
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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
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 		$6.17K 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

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return