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Marshall & Sterling Wealth Advisors’s KeyCorp KEY Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-323
Closed -$6.04K – 495
2025
Q3 		$6.04K Hold
323
– – ﹤0.01% 468
2025
Q2 		$5.63K Buy
323
+22
+7% +$341 ﹤0.01% 465
2025
Q1 		$4.81K Buy
+301
New +$5.11K ﹤0.01% 479

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's KEY Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of KeyCorp (KEY) in Q4 2025, closing a stake of 323 shares — an estimated $6.04K sold.

Marshall & Sterling Wealth Advisors first reported a position in KEY in Q1 2025 and held it in 3 quarters. The position peaked at $6.04K in Q3 2025. 876 funds tracked by Wall St. Rank hold KEY as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining KeyCorp position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 323 KeyCorp shares in Q4 2025, an estimated $6.04K.
  • Marshall & Sterling Wealth Advisors first reported a position in KeyCorp in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's KeyCorp position peaked at $6.04K in Q3 2025.
  • 876 funds tracked by Wall St. Rank held KeyCorp as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.