JPWM
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Jamison Private Wealth Management’s KeyCorp KEY Stock Holding History

Jamison Private 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
Q2 		$732K Sell
31,770
-4,432
-12% -$96.6K 0.07% 136
2026
Q1 		$726K Sell
36,202
-544
-1% -$11.4K 0.09% 132
2025
Q4 		$758K Sell
36,746
-2,266
-6% -$42.2K 0.09% 127
2025
Q3 		$729K Buy
39,012
+64
+0.2% +$1.19K 0.09% 132
2025
Q2 		$678K Buy
38,948
+104
+0.3% +$1.61K 0.1% 126
2025
Q1 		$621K Sell
38,844
-314
-0.8% -$5.33K 0.09% 131
2024
Q4 		$671K Sell
39,158
-592
-1% -$10.6K 0.1% 123
2024
Q3 		$666K Sell
39,750
-4,034
-9% -$64K 0.1% 124
2024
Q2 		$622K Sell
43,784
-164
-0.4% -$2.38K 0.1% 120
2024
Q1 		$695K Buy
43,948
+192
+0.4% +$2.77K 0.12% 117
2023
Q4 		$630K Buy
43,756
+145
+0.3% +$1.72K 0.12% 117
2023
Q3 		$469K Buy
+43,611
New +$483K 0.1% 129

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jamison Private Wealth Management's KEY Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its KeyCorp (KEY) stake by 12% in Q2 2026, selling an estimated $96.6K and leaving 31,770 shares worth $732K. The position accounts for 0.07% of the portfolio, ranked #136.

Jamison Private Wealth Management first reported a position in KEY in Q3 2023 and has held it in 12 quarters since. The position peaked at $758K in Q4 2025. 935 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

  • Jamison Private Wealth Management held 31,770 shares of KeyCorp worth $732K as of Q2 2026.
  • Jamison Private Wealth Management sold 4,432 KeyCorp shares in Q2 2026, an estimated $96.6K.
  • KeyCorp made up 0.07% of Jamison Private Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Jamison Private Wealth Management first reported a position in KeyCorp in Q3 2023 and has held it in 12 quarters since.
  • Jamison Private Wealth Management's KeyCorp position peaked at $758K in Q4 2025.
  • 935 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.