Institute for Wealth Management’s KeyCorp KEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $631K | Sell |
27,376
-370
| -1% | -$8.06K | 0.06% | 281 |
|
|
2026
Q1 | $556K | Sell |
27,746
-106
| -0.4% | -$2.22K | 0.06% | 296 |
|
|
2025
Q4 | $575K | Hold |
27,852
| – | – | 0.06% | 278 |
|
|
2025
Q3 | $521K | Sell |
27,852
-325
| -1% | -$6.02K | 0.05% | 319 |
|
|
2025
Q2 | $491K | Hold |
28,177
| – | – | 0.05% | 319 |
|
|
2025
Q1 | $451K | Hold |
28,177
| – | – | 0.06% | 315 |
|
|
2024
Q4 | $483K | Hold |
28,177
| – | – | 0.06% | 290 |
|
|
2024
Q3 | $472K | Buy |
28,177
+650
| +2% | +$10.3K | 0.06% | 312 |
|
|
2024
Q2 | $391K | Hold |
27,527
| – | – | 0.05% | 331 |
|
|
2024
Q1 | $435K | Hold |
27,527
| – | – | 0.06% | 313 |
|
|
2023
Q4 | $396K | Sell |
27,527
-1,187
| -4% | -$14.1K | 0.06% | 316 |
|
|
2023
Q3 | $309K | Sell |
28,714
-64
| -0.2% | -$709 | 0.06% | 340 |
|
|
2023
Q2 | $266K | Sell |
28,778
-90
| -0.3% | -$939 | 0.04% | 386 |
|
|
2023
Q1 | $361K | Sell |
28,868
-320
| -1% | -$5.41K | 0.07% | 315 |
|
|
2022
Q4 | $508K | Sell |
29,188
-184
| -0.6% | -$3.24K | 0.11% | 259 |
|
|
2022
Q3 | $471K | Hold |
29,372
| – | – | 0.11% | 249 |
|
|
2022
Q2 | $506K | Buy |
29,372
+715
| +2% | +$13.8K | 0.1% | 270 |
|
|
2022
Q1 | $641K | Hold |
28,657
| – | – | 0.1% | 240 |
|
|
2021
Q4 | $663K | Hold |
28,657
| – | – | 0.11% | 230 |
|
|
2021
Q3 | $620K | Sell |
28,657
-500
| -2% | -$10.1K | 0.11% | 229 |
|
|
2021
Q2 | $602K | Hold |
29,157
| – | – | 0.11% | 235 |
|
|
2021
Q1 | $583K | Sell |
29,157
-316
| -1% | -$6.1K | 0.11% | 232 |
|
|
2020
Q4 | $484K | Buy |
29,473
+1,828
| +7% | +$26.6K | 0.1% | 259 |
|
|
2020
Q3 | $330K | Buy |
27,645
+64
| +0.2% | +$780 | 0.08% | 301 |
|
|
2020
Q2 | $336K | Buy |
27,581
+679
| +3% | +$7.89K | 0.08% | 304 |
|
|
2020
Q1 | $279K | Buy |
26,902
+670
| +3% | +$11.1K | 0.09% | 295 |
|
|
2019
Q4 | $531K | Hold |
26,232
| – | – | 0.12% | 239 |
|
|
2019
Q3 | $468K | Hold |
26,232
| – | – | 0.12% | 246 |
|
|
2019
Q2 | $466K | Sell |
26,232
-536
| -2% | -$9.07K | 0.1% | 264 |
|
|
2019
Q1 | $422K | Buy |
+26,768
| New | +$446K | 0.09% | 272 |
|
|
2018
Q4 | – | Sell |
-27,082
| Closed | -$548K | – | 306 |
|
|
2018
Q3 | $548K | Sell |
27,082
-75
| -0.3% | -$1.56K | 0.19% | 154 |
|
|
2018
Q2 | $532K | Buy |
27,157
+50
| +0.2% | +$998 | 0.17% | 159 |
|
|
2018
Q1 | $539K | Sell |
27,107
-234
| -0.9% | -$4.91K | 0.16% | 185 |
|
|
2017
Q4 | $551K | Sell |
27,341
-2,266
| -8% | -$42.7K | 0.13% | 210 |
|
|
2017
Q3 | $561K | Buy |
29,607
+280
| +1% | +$5.07K | 0.18% | 174 |
|
|
2017
Q2 | $550K | Buy |
+29,327
| New | +$531K | 0.15% | 208 |
|
Other funds holding KEY
Institute for Wealth Management's KEY Position: Q2 2026 in Review
Institute for Wealth Management reduced its KeyCorp (KEY) stake by 1.3% in Q2 2026, selling an estimated $8.06K and leaving 27,376 shares worth $631K. The position accounts for 0.06% of the portfolio, ranked #281.
Institute for Wealth Management first reported a position in KEY in Q2 2017 and has held it in 36 quarters since. The position peaked at $663K in Q4 2021. 935 funds tracked by Wall St. Rank hold KEY as of Q2 2026.
- Institute for Wealth Management held 27,376 shares of KeyCorp worth $631K as of Q2 2026.
- Institute for Wealth Management sold 370 KeyCorp shares in Q2 2026, an estimated $8.06K.
- KeyCorp made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #281 holding.
- Institute for Wealth Management first reported a position in KeyCorp in Q2 2017 and has held it in 36 quarters since.
- Institute for Wealth Management's KeyCorp position peaked at $663K in Q4 2021.
- 935 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.