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
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 		$6.17K 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 $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

Cornerstone Planning Group's KEY Position: Q2 2026 in Review

Cornerstone Planning Group increased its KeyCorp (KEY) stake by 14% in Q2 2026, buying an estimated $1K and bringing the position to 369 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Cornerstone Planning Group first reported a position in KEY in Q4 2022 and has held it in 14 quarters since. The position peaked at $40.6K in Q4 2022. 938 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

  • Cornerstone Planning Group held 369 shares of KeyCorp worth $8.52K as of Q2 2026.
  • Cornerstone Planning Group bought 46 KeyCorp shares in Q2 2026, an estimated $1K.
  • KeyCorp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #942 holding.
  • Cornerstone Planning Group first reported a position in KeyCorp in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's KeyCorp position peaked at $40.6K in Q4 2022.
  • 938 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.