Legacy Capital Group California’s KeyCorp KEY Stock Holding History

Legacy Capital Group California’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	$615K	Sell	30,670 -3,467	-10%	-$72.6K	0.23%	142
2025 Q4	$705K	Sell	34,137 -298	-0.9%	-$5.55K	0.17%	160
2025 Q3	$644K	Buy	34,435 +2	+0%	+$37	0.16%	167
2025 Q2	$600K	Sell	34,433 -6,404	-16%	-$99.3K	0.17%	156
2025 Q1	$653K	Sell	40,837 -234	-0.6%	-$3.97K	0.23%	120
2024 Q4	$704K	Sell	41,071 -350	-0.8%	-$6.28K	0.21%	129
2024 Q3	$694K	Sell	41,421 -2,107	-5%	-$33.4K	0.23%	128
2024 Q2	$619K	Buy	43,528 +396	+0.9%	+$5.75K	0.22%	134
2024 Q1	$682K	Buy	43,132 +3,498	+9%	+$50.5K	0.25%	133
2023 Q4	$571K	Buy	39,634 +42	+0.1%	+$499	0.22%	141
2023 Q3	$426K	Buy	39,592 +10,418	+36%	+$115K	0.18%	165
2023 Q2	$270K	Buy	29,174 +791	+3%	+$8.26K	0.11%	217
2023 Q1	$355K	Buy	+28,383	New	+$479K	0.17%	173

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Capital Group California's KEY Position: Q1 2026 in Review

Legacy Capital Group California reduced its KeyCorp (KEY) stake by 10% in Q1 2026, selling an estimated $72.6K and leaving 30,670 shares worth $615K. The position accounts for 0.23% of the portfolio, ranked #142.

Legacy Capital Group California first reported a position in KEY in Q1 2023 and has held it in 13 quarters since. The position peaked at $705K in Q4 2025. 888 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

Legacy Capital Group California held 30,670 shares of KeyCorp worth $615K as of Q1 2026.
Legacy Capital Group California sold 3,467 KeyCorp shares in Q1 2026, an estimated $72.6K.
KeyCorp made up 0.23% of Legacy Capital Group California's portfolio in Q1 2026, its #142 holding.
Legacy Capital Group California first reported a position in KeyCorp in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's KeyCorp position peaked at $705K in Q4 2025.
888 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.