MA
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Montag & Associates’s KeyCorp KEY Stock Holding History

Montag & Associates’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
Q3 		– Sell
-2,168
Closed -$37.8K – 1135
2025
Q2 		$37.8K Hold
2,168
– – ﹤0.01% 619
2025
Q1 		$34.7K Hold
2,168
– – ﹤0.01% 661
2024
Q4 		$37.2K Hold
2,168
– – ﹤0.01% 648
2024
Q3 		$36.3K Sell
2,168
-43,252
-95% -$686K ﹤0.01% 651
2024
Q2 		$645K Hold
45,420
– – 0.03% 277
2024
Q1 		$718K Sell
45,420
-8,749
-16% -$126K 0.04% 284
2023
Q4 		$780K Sell
54,169
-2,300
-4% -$27.3K 0.04% 260
2023
Q3 		$608K Sell
56,469
-11,756
-17% -$130K 0.04% 270
2023
Q2 		$630K Sell
68,225
-23,183
-25% -$242K 0.04% 260
2023
Q1 		$1.14M Sell
91,408
-100
-0.1% -$1.69K 0.07% 193
2022
Q4 		$1.59M Sell
91,508
-347
-0.4% -$6.1K 0.11% 159
2022
Q3 		$1.47M Buy
91,855
+6,665
+8% +$119K 0.1% 165
2022
Q2 		$1.47M Buy
85,190
+23,318
+38% +$451K 0.1% 175
2022
Q1 		$1.39M Buy
61,872
+7,381
+14% +$184K 0.07% 200
2021
Q4 		$1.26M Buy
54,491
+4,084
+8% +$94.8K 0.06% 218
2021
Q3 		$1.09M Buy
50,407
+5,300
+12% +$107K 0.06% 221
2021
Q2 		$931K Hold
45,107
– – 0.05% 231
2021
Q1 		$901K Sell
45,107
-738
-2% -$14.2K 0.05% 230
2020
Q4 		$752K Sell
45,845
-11,074
-19% -$161K 0.05% 232
2020
Q3 		$679K Sell
56,919
-4,188
-7% -$51K 0.05% 208
2020
Q2 		$744K Sell
61,107
-8,200
-12% -$95.3K 0.07% 193
2020
Q1 		$719K Sell
69,307
-984
-1% -$16.4K 0.07% 191
2019
Q4 		$1.42M Sell
70,291
-21,708
-24% -$410K 0.11% 162
2019
Q3 		$1.64M Buy
91,999
+26,044
+39% +$451K 0.14% 132
2019
Q2 		$1.17M Buy
+65,955
New +$1.12M 0.1% 164

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Montag & Associates's KEY Position: Q3 2025 in Review

Montag & Associates sold out of KeyCorp (KEY) in Q3 2025, closing a stake of 2,168 shares — an estimated $37.8K sold.

Montag & Associates first reported a position in KEY in Q2 2019 and held it in 25 quarters. The position peaked at $1.64M in Q3 2019. 815 funds tracked by Wall St. Rank hold KEY as of Q3 2025.

  • Montag & Associates reported no remaining KeyCorp position as of Q3 2025 after selling out during the quarter.
  • Montag & Associates sold 2,168 KeyCorp shares in Q3 2025, an estimated $37.8K.
  • Montag & Associates first reported a position in KeyCorp in Q2 2019 and held it in 25 quarters.
  • Montag & Associates's KeyCorp position peaked at $1.64M in Q3 2019.
  • 815 funds tracked by Wall St. Rank held KeyCorp as of Q3 2025.

Based on Montag & Associates's 13F filing for Q3 2025, filed 12 Nov 2025.