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Morton Brown Family Wealth’s KeyCorp KEY Stock Holding History

Morton Brown Family 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
2026
Q1 		$22.4K Hold
1,116
– – 0.01% 153
2025
Q4 		$23K Hold
1,116
– – 0.01% 145
2025
Q3 		$20.9K Hold
1,116
– – 0.01% 138
2025
Q2 		$19.4K Hold
1,116
– – 0.01% 144
2025
Q1 		$17.8K Hold
1,116
– – 0.01% 156
2024
Q4 		$19.1K Hold
1,116
– – 0.01% 138
2024
Q3 		$18.7K Hold
1,116
– – 0.01% 138
2024
Q2 		$17.4K Hold
1,116
– – 0.01% 133
2024
Q1 		$17.6K Hold
1,116
– – 0.01% 126
2023
Q4 		$16.1K Hold
1,116
– – 0.01% 157
2023
Q3 		$12K Buy
+1,116
New +$12.4K 0.01% 119
2023
Q2 		– Sell
-67
Closed -$839 – 247
2023
Q1 		$839 Buy
+67
New +$1.13K ﹤0.01% 275
2022
Q4 		– Sell
-167
Closed -$3K – 199
2022
Q3 		$3K Buy
+167
New +$2.99K ﹤0.01% 160

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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