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Financial Advocates Investment Management’s KeyCorp KEY Stock Holding History

Financial Advocates Investment Management’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
-26,816
Closed -$460K – 761
2024
Q4 		$460K Sell
26,816
-56
-0.2% -$1K 0.03% 474
2024
Q3 		$450K Buy
26,872
+602
+2% +$9.55K 0.03% 484
2024
Q2 		$373K Buy
26,270
+51
+0.2% +$740 0.02% 517
2024
Q1 		$415K Sell
26,219
-4
-0% -$58 0.02% 497
2023
Q4 		$378K Buy
26,223
+3,599
+16% +$42.7K 0.02% 492
2023
Q3 		$243K Buy
22,624
+3,272
+17% +$36.2K 0.02% 592
2023
Q2 		$179K Buy
+19,352
New +$202K 0.01% 656
2022
Q2 		– Sell
-21,687
Closed -$485K – 742
2022
Q1 		$485K Buy
21,687
+12,325
+132% +$306K 0.03% 447
2021
Q4 		$216K Sell
9,362
-1,399
-13% -$32.5K 0.01% 714
2021
Q3 		$233K Buy
10,761
+4,131
+62% +$83.5K 0.02% 666
2021
Q2 		$956K Buy
6,630
+822
+14% +$17.8K 0.06% 326
2021
Q1 		$871K Sell
5,808
-47,551
-89% -$918K 0.06% 352
2020
Q4 		$875K Buy
53,359
+42,139
+376% +$614K 0.06% 327
2020
Q3 		$134K Buy
+11,220
New +$137K 0.01% 604

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's KEY Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of KeyCorp (KEY) in Q1 2025, closing a stake of 26,816 shares — an estimated $460K sold.

Financial Advocates Investment Management first reported a position in KEY in Q3 2020 and held it in 14 quarters. The position peaked at $956K in Q2 2021. 787 funds tracked by Wall St. Rank hold KEY as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining KeyCorp position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 26,816 KeyCorp shares in Q1 2025, an estimated $460K.
  • Financial Advocates Investment Management first reported a position in KeyCorp in Q3 2020 and held it in 14 quarters.
  • Financial Advocates Investment Management's KeyCorp position peaked at $956K in Q2 2021.
  • 787 funds tracked by Wall St. Rank held KeyCorp as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.