MWM
KEY icon

Modern Wealth Management’s KeyCorp KEY Stock Holding History

Modern Wealth Management’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 		$276K Buy
13,592
+1,821
+15% +$38.2K ﹤0.01% 743
2025
Q4 		$243K Buy
+11,771
New +$219K ﹤0.01% 752
2025
Q1 		– Sell
-10,058
Closed -$172K – 691
2024
Q4 		$172K Buy
+10,058
New +$180K 0.01% 559

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Modern Wealth Management's KEY Position: Q1 2026 in Review

Modern Wealth Management increased its KeyCorp (KEY) stake by 15% in Q1 2026, buying an estimated $38.2K and bringing the position to 13,592 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Modern Wealth Management first reported a position in KEY in Q4 2024 and has held it in 3 quarters since. 888 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

  • Modern Wealth Management held 13,592 shares of KeyCorp worth $276K as of Q1 2026.
  • Modern Wealth Management bought 1,821 KeyCorp shares in Q1 2026, an estimated $38.2K.
  • KeyCorp made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #743 holding.
  • Modern Wealth Management first reported a position in KeyCorp in Q4 2024 and has held it in 3 quarters since.
  • 888 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.