EFG
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Ethos Financial Group’s KeyCorp KEY Stock Holding History

Ethos Financial 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
2025
Q1 		– Sell
-1,586
Closed -$27.2K – 475
2024
Q4 		$27.2K Buy
+1,586
New +$28.5K ﹤0.01% 359
2023
Q4 		– Sell
-39,332
Closed -$423K – 284
2023
Q3 		$423K Buy
+39,332
New +$436K 0.11% 105

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Ethos Financial Group's KEY Position: Q1 2025 in Review

Ethos Financial Group sold out of KeyCorp (KEY) in Q1 2025, closing a stake of 1,586 shares — an estimated $27.2K sold.

Ethos Financial Group first reported a position in KEY in Q3 2023 and held it in 2 quarters. The position peaked at $423K in Q3 2023. 788 funds tracked by Wall St. Rank hold KEY as of Q1 2025.

  • Ethos Financial Group reported no remaining KeyCorp position as of Q1 2025 after selling out during the quarter.
  • Ethos Financial Group sold 1,586 KeyCorp shares in Q1 2025, an estimated $27.2K.
  • Ethos Financial Group first reported a position in KeyCorp in Q3 2023 and held it in 2 quarters.
  • Ethos Financial Group's KeyCorp position peaked at $423K in Q3 2023.
  • 788 funds tracked by Wall St. Rank held KeyCorp as of Q1 2025.

Based on Ethos Financial Group's 13F filing for Q1 2025, filed 13 May 2025.