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 Q3	$29.6K	Hold	1,476	–	–	0.01%	280
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

GoalVest Advisory's KEY Position: Q3 2026 in Review

GoalVest Advisory held its KeyCorp (KEY) position steady in Q3 2026 at 1,476 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #280.

GoalVest Advisory first reported a position in KEY in Q1 2022 and has held it in 6 quarters since. The position peaked at $34K in Q2 2026. 648 funds tracked by Wall St. Rank hold KEY as of Q3 2026.

GoalVest Advisory held 1,476 shares of KeyCorp worth $29.6K as of Q3 2026.
GoalVest Advisory left its KeyCorp share count unchanged in Q3 2026.
KeyCorp made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #280 holding.
GoalVest Advisory first reported a position in KeyCorp in Q1 2022 and has held it in 6 quarters since.
GoalVest Advisory's KeyCorp position peaked at $34K in Q2 2026.
648 funds tracked by Wall St. Rank held KeyCorp as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.