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Forum Financial Management’s KeyCorp KEY Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-36,445
Closed -$752K – 680
2025
Q4 		$752K Buy
36,445
+10
+0% +$186 0.01% 320
2025
Q3 		$681K Buy
36,435
+3,761
+12% +$69.6K 0.01% 340
2025
Q2 		$569K Buy
32,674
+5,638
+21% +$87.4K 0.01% 370
2025
Q1 		$432K Sell
27,036
-3,992
-13% -$67.7K 0.01% 430
2024
Q4 		$532K Buy
31,028
+17,019
+121% +$305K 0.01% 359
2024
Q3 		$235K Buy
14,009
+88
+0.6% +$1.4K ﹤0.01% 643
2024
Q2 		$198K Buy
13,921
+21
+0.2% +$305 ﹤0.01% 677
2024
Q1 		$220K Sell
13,900
-2,500
-15% -$36.1K ﹤0.01% 656
2023
Q4 		$236K Sell
16,400
-2,473
-13% -$29.4K ﹤0.01% 569
2023
Q3 		$203K Sell
18,873
-300
-2% -$3.32K ﹤0.01% 592
2023
Q2 		$177K Sell
19,173
-2,996
-14% -$31.3K ﹤0.01% 620
2023
Q1 		$278K Hold
22,169
– – 0.01% 430
2022
Q4 		$386K Hold
22,169
– – 0.01% 318
2022
Q3 		$355K Hold
22,169
– – 0.02% 301
2022
Q2 		$382K Hold
22,169
– – 0.02% 286
2022
Q1 		$496K Hold
22,169
– – 0.02% 242
2021
Q4 		$513K Buy
+22,169
New +$514K 0.03% 241

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 $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Forum Financial Management's KEY Position: Q1 2026 in Review

Forum Financial Management sold out of KeyCorp (KEY) in Q1 2026, closing a stake of 36,445 shares — an estimated $752K sold.

Forum Financial Management first reported a position in KEY in Q4 2021 and held it in 17 quarters. The position peaked at $752K in Q4 2025. 893 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

  • Forum Financial Management reported no remaining KeyCorp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 36,445 KeyCorp shares in Q1 2026, an estimated $752K.
  • Forum Financial Management first reported a position in KeyCorp in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's KeyCorp position peaked at $752K in Q4 2025.
  • 893 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.