Golden State Wealth Management’s KeyCorp KEY Stock Holding History

Golden State Wealth 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	$1.48K	Hold	73	–	–	﹤0.01%	1391
2025 Q4	$1.52K	Hold	73	–	–	﹤0.01%	1436
2025 Q3	$1.36K	Hold	73	–	–	﹤0.01%	1460
2025 Q2	$1.27K	Hold	73	–	–	﹤0.01%	1408
2025 Q1	$1.17K	Hold	73	–	–	﹤0.01%	1403
2024 Q4	$1.25K	Buy	+73	New	+$1.31K	﹤0.01%	1324
2020 Q4	–	Sell	-1,731	Closed	-$21K	–	334
2020 Q3	$21K	Buy	+1,731	New	+$21.1K	0.01%	374
2020 Q2	–	Sell	-1,731	Closed	-$18K	–	583
2020 Q1	$18K	Buy	+1,731	New	+$28.8K	0.01%	521
2019 Q4	–	Sell	-1,731	Closed	-$31K	–	535
2019 Q3	$31K	Hold	1,731	–	–	0.01%	534
2019 Q2	$30K	Hold	1,731	–	–	0.01%	554
2019 Q1	$27K	Buy	+1,731	New	+$28.9K	0.01%	568

Other funds holding KEY

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

BlackRock New York $5.7T 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 $653B AUM 32.41% 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