Cornerstone Wealth Management’s KeyCorp KEY Stock Holding History

Cornerstone 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
2026 Q1	$274K	Sell	13,670 -612	-4%	-$12.8K	0.01%	600
2025 Q4	$295K	Buy	14,282 +4	+0%	+$74	0.02%	553
2025 Q3	$267K	Sell	14,278 -1,394	-9%	-$25.8K	0.01%	561
2025 Q2	$273K	Buy	15,672 +1,106	+8%	+$17.1K	0.02%	535
2025 Q1	$233K	Buy	+14,566	New	+$247K	0.02%	537
2024 Q3	–	Sell	-12,340	Closed	-$175K	–	579
2024 Q2	$175K	Buy	12,340 +28	+0.2%	+$406	0.01%	529
2024 Q1	$195K	Sell	12,312 -25	-0.2%	-$361	0.02%	516
2023 Q4	$178K	Buy	12,337 +732	+6%	+$8.69K	0.02%	506
2023 Q3	$125K	Buy	+11,605	New	+$129K	0.01%	514
2018 Q4	–	Sell	-8,524	Closed	-$459K	–	775
2018 Q3	$459K	Sell	8,524 -1,630	-16%	-$33.9K	0.01%	948
2018 Q2	$511K	Buy	+10,154	New	+$203K	0.01%	1007

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Atlanta, Georgia $1.02T AUM 30.18% 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