NWAG
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Net Worth Advisory Group’s KeyCorp KEY Stock Holding History

Net Worth Advisory Group’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
Q2 		– Sell
-15,582
Closed -$249K – 441
2025
Q1 		$249K Sell
15,582
-1,747
-10% -$29.6K 0.08% 300
2024
Q4 		$297K Buy
+17,329
New +$311K 0.09% 251

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Net Worth Advisory Group's KEY Position: Q2 2025 in Review

Net Worth Advisory Group sold out of KeyCorp (KEY) in Q2 2025, closing a stake of 15,582 shares — an estimated $249K sold.

Net Worth Advisory Group first reported a position in KEY in Q4 2024 and held it in 2 quarters. The position peaked at $297K in Q4 2024. 790 funds tracked by Wall St. Rank hold KEY as of Q2 2025.

  • Net Worth Advisory Group reported no remaining KeyCorp position as of Q2 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 15,582 KeyCorp shares in Q2 2025, an estimated $249K.
  • Net Worth Advisory Group first reported a position in KeyCorp in Q4 2024 and held it in 2 quarters.
  • Net Worth Advisory Group's KeyCorp position peaked at $297K in Q4 2024.
  • 790 funds tracked by Wall St. Rank held KeyCorp as of Q2 2025.

Based on Net Worth Advisory Group's 13F filing for Q2 2025, filed 22 Jul 2025.