Jefferies Financial Group’s KeyCorp KEY Stock Holding History

Jefferies 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
2026 Q1	$4.6M	Buy	229,261 +8,738	+4%	+$183K	0.06%	365
2025 Q4	$4.55M	Buy	220,523 +84,497	+62%	+$1.57M	0.04%	518
2025 Q3	$2.54M	Sell	136,026 -165,294	-55%	-$3.06M	0.02%	562
2025 Q2	$5.25M	Buy	301,320 +254,034	+537%	+$3.94M	0.09%	289
2025 Q1	$756K	Buy	+47,286	New	+$802K	0.01%	914
2024 Q2	–	Sell	-13,066	Closed	-$207K	–	1658
2024 Q1	$207K	Buy	+13,066	New	+$189K	﹤0.01%	1334
2023 Q4	–	Sell	-100,549	Closed	-$1.08M	–	1872
2023 Q3	$1.08M	Buy	+100,549	New	+$1.11M	0.03%	812
2023 Q2	–	Sell	-23,829	Closed	-$298K	–	1887
2023 Q1	$298K	Buy	+23,829	New	+$403K	0.01%	1235

Other funds holding KEY

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Atlanta, Georgia $653B AUM 32.41% 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