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 $57.2B AUM 35.3% 1-Year Est. Return

BlackRock New York $5.72T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Creative Planning's KEY Position: Q1 2026 in Review

Creative Planning increased its KeyCorp (KEY) stake by 47% in Q1 2026, buying an estimated $2.43M and bringing the position to 360,283 shares worth $7.22M. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Creative Planning first reported a position in KEY in Q2 2013 and has held it in 52 quarters since. 888 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

Creative Planning held 360,283 shares of KeyCorp worth $7.22M as of Q1 2026.
Creative Planning bought 115,799 KeyCorp shares in Q1 2026, an estimated $2.43M.
KeyCorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #920 holding.
Creative Planning first reported a position in KeyCorp in Q2 2013 and has held it in 52 quarters since.
888 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.