GeoWealth Management’s KeyCorp KEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$348K Buy
+17,358
New +$364K 0.01% 563
2025
Q4
Sell
-15,489
Closed -$289K 802
2025
Q3
$289K Buy
15,489
+4,825
+45% +$89.3K 0.01% 603
2025
Q2
$186K Buy
+10,664
New +$165K 0.01% 680
2025
Q1
Sell
-4,071
Closed -$69.8K 1473
2024
Q4
$69.8K Buy
4,071
+886
+28% +$15.9K ﹤0.01% 1055
2024
Q3
$53.4K Buy
+3,185
New +$50.5K ﹤0.01% 1053

Other funds holding KEY

GeoWealth Management's KEY Position: Q1 2026 in Review

GeoWealth Management opened a new position in KeyCorp (KEY) in Q1 2026: 17,358 shares worth $348K. The stake represents 0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in KEY as recently as Q3 2025.

GeoWealth Management first reported a position in KEY in Q3 2024 and has held it in 5 quarters since. 888 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

  • GeoWealth Management held 17,358 shares of KeyCorp worth $348K as of Q1 2026.
  • KeyCorp was a new GeoWealth Management position in Q1 2026.
  • KeyCorp made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #563 holding.
  • GeoWealth Management first reported a position in KeyCorp in Q3 2024 and has held it in 5 quarters since.
  • 888 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.