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
Q2 		$364K Buy
15,780
+2,188
+16% +$47.7K ﹤0.01% 809
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 $66.2B AUM 46.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Modern Wealth Management's KEY Position: Q2 2026 in Review

Modern Wealth Management increased its KeyCorp (KEY) stake by 16% in Q2 2026, buying an estimated $47.7K and bringing the position to 15,780 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Modern Wealth Management first reported a position in KEY in Q4 2024 and has held it in 4 quarters since. 938 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

  • Modern Wealth Management held 15,780 shares of KeyCorp worth $364K as of Q2 2026.
  • Modern Wealth Management bought 2,188 KeyCorp shares in Q2 2026, an estimated $47.7K.
  • KeyCorp made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #809 holding.
  • Modern Wealth Management first reported a position in KeyCorp in Q4 2024 and has held it in 4 quarters since.
  • 938 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.