Creative Planning’s KeyCorp KEY Stock Holding History

Creative Planning’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
2019 Q1	–	Sell	-5,000	Closed	-$15K	–	2046
2018 Q4	$15K	Buy	+5,000	New	+$88K	﹤0.01%	1810

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Creative Planning's KEY Position: Q2 2026 in Review

Creative Planning increased its KeyCorp (KEY) stake by 8.7% in Q2 2026, buying an estimated $685K and bringing the position to 391,747 shares worth $9.03M. The position accounts for 0.01% of the portfolio, ranked #960.

Creative Planning first reported a position in KEY in Q2 2013 and has held it in 53 quarters since. 938 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

Creative Planning held 391,747 shares of KeyCorp worth $9.03M as of Q2 2026.
Creative Planning bought 31,464 KeyCorp shares in Q2 2026, an estimated $685K.
KeyCorp made up 0.01% of Creative Planning's portfolio in Q2 2026, its #960 holding.
Creative Planning first reported a position in KeyCorp in Q2 2013 and has held it in 53 quarters since.
938 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.