Estate Planners Group’s KeyCorp KEY Stock Holding History

Estate Planners Group’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	-300	Closed	-$6.19K	–	249
2025 Q4	$6.19K	Buy	+300	New	+$5.58K	﹤0.01%	319

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 $3.38T AUM 44.17% 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

Estate Planners Group's KEY Position: Q1 2026 in Review

Estate Planners Group sold out of KeyCorp (KEY) in Q1 2026, closing a stake of 300 shares — an estimated $6.19K sold.

Estate Planners Group first reported a position in KEY in Q4 2025 and held it in 1 quarter. The position peaked at $6.19K in Q4 2025. 893 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

Estate Planners Group reported no remaining KeyCorp position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 300 KeyCorp shares in Q1 2026, an estimated $6.19K.
Estate Planners Group first reported a position in KeyCorp in Q4 2025 and held it in 1 quarter.
Estate Planners Group's KeyCorp position peaked at $6.19K in Q4 2025.
893 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.