NewSquare Capital’s KeyCorp KEY Stock Holding History

NewSquare Capital’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	-528	Closed	-$9.2K	–	732
2025 Q2	$9.2K	Sell	528 -285	-35%	-$4.42K	﹤0.01%	673
2025 Q1	$13K	Buy	813 +793	+3,965%	+$13.5K	﹤0.01%	476
2024 Q4	$343	Buy	+20	New	+$359	﹤0.01%	785
2017 Q2	–	Sell	-300	Closed	-$5K	–	323
2017 Q1	$5K	Buy	+300	New	+$5.49K	﹤0.01%	237
2016 Q2	–	Sell	-778	Closed	-$9K	–	381
2016 Q1	$9K	Buy	+778	New	+$8.69K	﹤0.01%	296
2013 Q4	–	Sell	-321	Closed	-$4K	–	253
2013 Q3	$4K	Buy	+321	New	+$3.83K	﹤0.01%	202

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NewSquare Capital's KEY Position: Q3 2025 in Review

NewSquare Capital sold out of KeyCorp (KEY) in Q3 2025, closing a stake of 528 shares — an estimated $9.2K sold.

NewSquare Capital first reported a position in KEY in Q3 2013 and held it in 6 quarters. The position peaked at $13K in Q1 2025. 815 funds tracked by Wall St. Rank hold KEY as of Q3 2025.

NewSquare Capital reported no remaining KeyCorp position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 528 KeyCorp shares in Q3 2025, an estimated $9.2K.
NewSquare Capital first reported a position in KeyCorp in Q3 2013 and held it in 6 quarters.
NewSquare Capital's KeyCorp position peaked at $13K in Q1 2025.
815 funds tracked by Wall St. Rank held KeyCorp as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.