IWC
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Integrated Wealth Concepts’s KeyCorp KEY Stock Holding History

Integrated Wealth Concepts’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 		$699K Buy
34,857
+10,494
+43% +$220K 0.01% 1332
2025
Q4 		$503K Buy
24,363
+4,994
+26% +$93K 0.01% 1082
2025
Q3 		$362K Buy
19,369
+331
+2% +$6.13K ﹤0.01% 1528
2025
Q2 		$332K Sell
19,038
-3,803
-17% -$59K ﹤0.01% 1501
2025
Q1 		$365K Sell
22,841
-1,838
-7% -$31.2K ﹤0.01% 1297
2024
Q4 		$423K Buy
24,679
+631
+3% +$11.3K ﹤0.01% 1205
2024
Q3 		$403K Buy
24,048
+229
+1% +$3.63K ﹤0.01% 1179
2024
Q2 		$338K Buy
23,819
+358
+2% +$5.19K ﹤0.01% 1253
2024
Q1 		$371K Buy
23,461
+63
+0.3% +$910 0.01% 1196
2023
Q4 		$337K Buy
23,398
+1,806
+8% +$21.4K 0.01% 1206
2023
Q3 		$232K Sell
21,592
-2,695
-11% -$29.8K ﹤0.01% 1346
2023
Q2 		$224K Buy
24,287
+6,580
+37% +$68.7K ﹤0.01% 1368
2023
Q1 		$222K Buy
+17,707
New +$299K ﹤0.01% 1185
2022
Q4 		– Sell
-16,396
Closed -$263K – 1053
2022
Q3 		$263K Buy
16,396
+236
+1% +$4.22K 0.01% 775
2022
Q2 		$278K Sell
16,160
-241
-1% -$4.66K 0.01% 781
2022
Q1 		$367K Buy
16,401
+1,663
+11% +$41.4K 0.01% 668
2021
Q4 		$341K Buy
14,738
+73
+0.5% +$1.69K 0.01% 722
2021
Q3 		$317K Buy
+14,665
New +$296K 0.01% 722

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Integrated Wealth Concepts's KEY Position: Q1 2026 in Review

Integrated Wealth Concepts increased its KeyCorp (KEY) stake by 43% in Q1 2026, buying an estimated $220K and bringing the position to 34,857 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #1332.

Integrated Wealth Concepts first reported a position in KEY in Q3 2021 and has held it in 18 quarters since. 888 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

  • Integrated Wealth Concepts held 34,857 shares of KeyCorp worth $699K as of Q1 2026.
  • Integrated Wealth Concepts bought 10,494 KeyCorp shares in Q1 2026, an estimated $220K.
  • KeyCorp made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1332 holding.
  • Integrated Wealth Concepts first reported a position in KeyCorp in Q3 2021 and has held it in 18 quarters since.
  • 888 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.