CreativeOne Wealth’s KeyCorp KEY Stock Holding History

CreativeOne Wealth’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	–	Sell	-10,479	Closed	-$216K	–	1224
2025 Q4	$216K	Buy	+10,479	New	+$195K	0.01%	1090
2025 Q3	–	Sell	-11,320	Closed	-$197K	–	1181
2025 Q2	$197K	Buy	+11,320	New	+$176K	0.01%	1063

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

CreativeOne Wealth's KEY Position: Q1 2026 in Review

CreativeOne Wealth sold out of KeyCorp (KEY) in Q1 2026, closing a stake of 10,479 shares — an estimated $216K sold.

CreativeOne Wealth first reported a position in KEY in Q2 2025 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 892 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

CreativeOne Wealth reported no remaining KeyCorp position as of Q1 2026 after selling out during the quarter.
CreativeOne Wealth sold 10,479 KeyCorp shares in Q1 2026, an estimated $216K.
CreativeOne Wealth first reported a position in KeyCorp in Q2 2025 and held it in 2 quarters.
CreativeOne Wealth's KeyCorp position peaked at $216K in Q4 2025.
892 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.