Lineweaver Wealth Advisors’s KeyCorp KEY Stock Holding History

Lineweaver 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	$211K	Buy	+9,172	New	+$200K	0.03%	175
2023 Q3	–	Sell	-12,693	Closed	-$117K	–	141
2023 Q2	$117K	Buy	12,693 +297	+2%	+$3.1K	0.03%	119
2023 Q1	$155K	Buy	+12,396	New	+$209K	0.05%	125

Other funds holding KEY

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Asset Advisory Group Kinnelon, New Jersey $229M AUM

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return