CWM
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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
Q2 		– Sell
-13,670
Closed -$274K – 763
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

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 Wealth Management's KEY Position: Q2 2026 in Review

Cornerstone Wealth Management sold out of KeyCorp (KEY) in Q2 2026, closing a stake of 13,670 shares — an estimated $274K sold.

Cornerstone Wealth Management first reported a position in KEY in Q3 2023 and held it in 9 quarters. The position peaked at $295K in Q4 2025. 939 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

  • Cornerstone Wealth Management reported no remaining KeyCorp position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Wealth Management sold 13,670 KeyCorp shares in Q2 2026, an estimated $274K.
  • Cornerstone Wealth Management first reported a position in KeyCorp in Q3 2023 and held it in 9 quarters.
  • Cornerstone Wealth Management's KeyCorp position peaked at $295K in Q4 2025.
  • 939 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.