HHM Wealth Advisors’s KeyCorp KEY Stock Holding History

HHM Wealth Advisors’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
2025 Q4	–	Sell	-800	Closed	-$15K	–	872
2025 Q3	$15K	Hold	800	–	–	﹤0.01%	562
2025 Q2	$13.9K	Sell	800 -49	-6%	-$760	﹤0.01%	561
2025 Q1	$13.6K	Hold	849	–	–	﹤0.01%	554
2024 Q4	$14.6K	Buy	+849	New	+$15.2K	﹤0.01%	542
2024 Q2	–	Sell	-189	Closed	-$2.99K	–	826
2024 Q1	$2.99K	Hold	189	–	–	﹤0.01%	668
2023 Q4	$2.72K	Hold	189	–	–	﹤0.01%	674
2023 Q3	$2.03K	Hold	189	–	–	﹤0.01%	716
2023 Q2	$1.75K	Hold	189	–	–	﹤0.01%	736
2023 Q1	$2.37K	Hold	189	–	–	﹤0.01%	716
2022 Q4	$3.29K	Hold	189	–	–	﹤0.01%	565
2022 Q3	$3K	Hold	189	–	–	﹤0.01%	580
2022 Q2	$3K	Hold	189	–	–	﹤0.01%	711
2022 Q1	$4K	Hold	189	–	–	﹤0.01%	633
2021 Q4	$4K	Hold	189	–	–	﹤0.01%	594
2021 Q3	$4K	Hold	189	–	–	﹤0.01%	563
2021 Q2	$4K	Hold	189	–	–	﹤0.01%	544
2021 Q1	$4K	Hold	189	–	–	﹤0.01%	507
2020 Q4	$3K	Hold	189	–	–	﹤0.01%	484
2020 Q3	$2K	Hold	189	–	–	﹤0.01%	470
2020 Q2	$2K	Hold	189	–	–	﹤0.01%	458
2020 Q1	$2K	Buy	+189	New	+$3.15K	﹤0.01%	431

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HHM Wealth Advisors's KEY Position: Q4 2025 in Review

HHM Wealth Advisors sold out of KeyCorp (KEY) in Q4 2025, closing a stake of 800 shares — an estimated $15K sold.

HHM Wealth Advisors first reported a position in KEY in Q1 2020 and held it in 21 quarters. The position peaked at $15K in Q3 2025. 873 funds tracked by Wall St. Rank hold KEY as of Q4 2025.

HHM Wealth Advisors reported no remaining KeyCorp position as of Q4 2025 after selling out during the quarter.
HHM Wealth Advisors sold 800 KeyCorp shares in Q4 2025, an estimated $15K.
HHM Wealth Advisors first reported a position in KeyCorp in Q1 2020 and held it in 21 quarters.
HHM Wealth Advisors's KeyCorp position peaked at $15K in Q3 2025.
873 funds tracked by Wall St. Rank held KeyCorp as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.