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 $57.2B AUM 35.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return