KWA
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Kingswood Wealth Advisors’s KeyCorp KEY Stock Holding History

Kingswood Wealth Advisors’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 		$922K Buy
39,997
+7,745
+24% +$169K 0.04% 427
2026
Q1 		$647K Buy
32,252
+6,529
+25% +$137K 0.03% 485
2025
Q4 		$531K Buy
25,723
+1,148
+5% +$21.4K 0.03% 505
2025
Q3 		$459K Buy
24,575
+13,926
+131% +$258K 0.03% 500
2025
Q2 		$186K Sell
10,649
-5,442
-34% -$84.4K 0.01% 712
2025
Q1 		$256K Sell
16,091
-5,873
-27% -$99.6K 0.02% 601
2024
Q4 		$376K Sell
21,964
-13,839
-39% -$248K 0.03% 528
2024
Q3 		$598K Buy
35,803
+13,049
+57% +$207K 0.04% 409
2024
Q2 		$323K Buy
22,754
+128
+0.6% +$1.86K 0.03% 498
2024
Q1 		$358K Sell
22,626
-6,021
-21% -$87K 0.04% 430
2023
Q4 		$413K Buy
+28,647
New +$340K 0.05% 389

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

Kingswood Wealth Advisors's KEY Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its KeyCorp (KEY) stake by 24% in Q2 2026, buying an estimated $169K and bringing the position to 39,997 shares worth $922K. The position accounts for 0.04% of the portfolio, ranked #427.

Kingswood Wealth Advisors first reported a position in KEY in Q4 2023 and has held it in 11 quarters since. 935 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

  • Kingswood Wealth Advisors held 39,997 shares of KeyCorp worth $922K as of Q2 2026.
  • Kingswood Wealth Advisors bought 7,745 KeyCorp shares in Q2 2026, an estimated $169K.
  • KeyCorp made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #427 holding.
  • Kingswood Wealth Advisors first reported a position in KeyCorp in Q4 2023 and has held it in 11 quarters since.
  • 935 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.