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EP Wealth Advisors’s KeyCorp KEY Stock Holding History

EP Wealth Advisors’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 		$516K Buy
+22,397
New +$488K ﹤0.01% 1017
2026
Q1 		– Sell
-13,820
Closed -$285K – 1547
2025
Q4 		$285K Buy
+13,820
New +$257K ﹤0.01% 1167
2025
Q2 		$201K Buy
+11,542
New +$179K ﹤0.01% 1256
2025
Q1 		– Sell
-11,175
Closed -$192K – 1338
2024
Q4 		$192K Buy
+11,175
New +$201K ﹤0.01% 1094

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

EP Wealth Advisors's KEY Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in KeyCorp (KEY) in Q2 2026: 22,397 shares worth $516K. The stake represents ﹤0.01% of the portfolio and ranks #1017 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in KEY as recently as Q4 2025.

EP Wealth Advisors first reported a position in KEY in Q4 2024 and has held it in 4 quarters since. 938 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

  • EP Wealth Advisors held 22,397 shares of KeyCorp worth $516K as of Q2 2026.
  • KeyCorp was a new EP Wealth Advisors position in Q2 2026.
  • KeyCorp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1017 holding.
  • EP Wealth Advisors first reported a position in KeyCorp in Q4 2024 and has held it in 4 quarters since.
  • 938 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.