IFG
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Independent Financial Group’s KeyCorp KEY Stock Holding History

Independent Financial Group’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
2024
Q2 		– Sell
-14,710
Closed -$233K – 1123
2024
Q1 		$233K Buy
+14,710
New +$212K 0.01% 901
2023
Q3 		– Sell
-18,426
Closed -$170K – 926
2023
Q2 		$170K Buy
18,426
+200
+1% +$2.09K 0.01% 827
2023
Q1 		$228K Buy
18,226
+7,962
+78% +$134K 0.02% 723
2022
Q4 		$179K Buy
+10,264
New +$181K 0.02% 730

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Financial Group's KEY Position: Q2 2024 in Review

Independent Financial Group sold out of KeyCorp (KEY) in Q2 2024, closing a stake of 14,710 shares — an estimated $233K sold.

Independent Financial Group first reported a position in KEY in Q4 2022 and held it in 4 quarters. The position peaked at $233K in Q1 2024. 786 funds tracked by Wall St. Rank hold KEY as of Q2 2024.

  • Independent Financial Group reported no remaining KeyCorp position as of Q2 2024 after selling out during the quarter.
  • Independent Financial Group sold 14,710 KeyCorp shares in Q2 2024, an estimated $233K.
  • Independent Financial Group first reported a position in KeyCorp in Q4 2022 and held it in 4 quarters.
  • Independent Financial Group's KeyCorp position peaked at $233K in Q1 2024.
  • 786 funds tracked by Wall St. Rank held KeyCorp as of Q2 2024.

Based on Independent Financial Group's 13F filing for Q2 2024, filed 12 Jun 2026.