GoalVest Advisory’s KeyCorp KEY Stock Holding History

GoalVest Advisory’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 Q2	$34K	Hold	1,476	–	–	0.01%	250
2026 Q1	$29.6K	Hold	1,476	–	–	0.01%	280
2025 Q4	$30.5K	Buy	+1,476	New	+$27.5K	0.01%	292
2025 Q2	–	Sell	-16	Closed	-$256	–	456
2025 Q1	$256	Buy	+16	New	+$271	﹤0.01%	422
2022 Q2	–	Sell	-635	Closed	-$14K	–	435
2022 Q1	$14K	Buy	+635	New	+$15.8K	0.01%	219

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

GoalVest Advisory's KEY Position: Q2 2026 in Review

GoalVest Advisory held its KeyCorp (KEY) position steady in Q2 2026 at 1,476 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #250.

GoalVest Advisory first reported a position in KEY in Q1 2022 and has held it in 5 quarters since. 938 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

GoalVest Advisory held 1,476 shares of KeyCorp worth $34K as of Q2 2026.
GoalVest Advisory left its KeyCorp share count unchanged in Q2 2026.
KeyCorp made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #250 holding.
GoalVest Advisory first reported a position in KeyCorp in Q1 2022 and has held it in 5 quarters since.
938 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.