MW
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Marcum Wealth’s KeyCorp KEY Stock Holding History

Marcum Wealth’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
2025
Q1 		$263K Sell
16,423
-231
-1% -$3.92K 0.02% 312
2024
Q4 		$285K Sell
16,654
-10,973
-40% -$197K 0.02% 291
2024
Q3 		$463K Sell
27,627
-7,824
-22% -$124K 0.04% 215
2024
Q2 		$504K Sell
35,451
-2,927
-8% -$42.5K 0.05% 189
2024
Q1 		$607K Buy
38,378
+1,163
+3% +$16.8K 0.06% 163
2023
Q4 		$536K Buy
37,215
+21,120
+131% +$251K 0.06% 170
2023
Q3 		$173K Sell
16,095
-1,726
-10% -$19.1K 0.02% 326
2023
Q2 		$165K Sell
17,821
-5,549
-24% -$57.9K 0.02% 339
2023
Q1 		$293K Buy
23,370
+5,352
+30% +$90.4K 0.04% 247
2022
Q4 		$314K Sell
18,018
-1,919
-10% -$33.8K 0.04% 232
2022
Q3 		$319K Buy
19,937
+1,541
+8% +$27.6K 0.05% 229
2022
Q2 		$317K Buy
18,396
+2,399
+15% +$46.4K 0.05% 226
2022
Q1 		$358K Buy
15,997
+385
+2% +$9.57K 0.05% 218
2021
Q4 		$361K Sell
15,612
-224
-1% -$5.2K 0.05% 219
2021
Q3 		$342K Buy
15,836
+1,752
+12% +$35.4K 0.05% 215
2021
Q2 		$291K Buy
14,084
+3,714
+36% +$80.6K 0.05% 224
2021
Q1 		$207K Buy
+10,370
New +$200K 0.03% 277

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marcum Wealth's KEY Position: Q1 2025 in Review

Marcum Wealth reduced its KeyCorp (KEY) stake by 1.4% in Q1 2025, selling an estimated $3.92K and leaving 16,423 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #312.

Marcum Wealth first reported a position in KEY in Q1 2021 and has held it in 17 quarters since. The position peaked at $607K in Q1 2024. 787 funds tracked by Wall St. Rank hold KEY as of Q1 2025.

  • Marcum Wealth held 16,423 shares of KeyCorp worth $263K as of Q1 2025.
  • Marcum Wealth sold 231 KeyCorp shares in Q1 2025, an estimated $3.92K.
  • KeyCorp made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #312 holding.
  • Marcum Wealth first reported a position in KeyCorp in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's KeyCorp position peaked at $607K in Q1 2024.
  • 787 funds tracked by Wall St. Rank held KeyCorp as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.