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
Q2
$368K Sell
15,977
-1,381
-8% -$30.1K 0.01% 587
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: Q2 2026 in Review

GeoWealth Management reduced its KeyCorp (KEY) stake by 8% in Q2 2026, selling an estimated $30.1K and leaving 15,977 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #587.

GeoWealth Management first reported a position in KEY in Q3 2024 and has held it in 6 quarters since. 939 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

  • GeoWealth Management held 15,977 shares of KeyCorp worth $368K as of Q2 2026.
  • GeoWealth Management sold 1,381 KeyCorp shares in Q2 2026, an estimated $30.1K.
  • KeyCorp made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #587 holding.
  • GeoWealth Management first reported a position in KeyCorp in Q3 2024 and has held it in 6 quarters since.
  • 939 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.