Next Level Wealth Planning
KEY icon

Next Level Wealth Planning’s KeyCorp KEY Stock Holding History

Next Level Wealth Planning’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
Q3 		$128K Buy
+6,361
New +$141K 0.05% 95

Other funds holding KEY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Next Level Wealth Planning's KEY Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in KeyCorp (KEY) in Q3 2026: 6,361 shares worth $128K. The stake represents 0.05% of the portfolio and ranks #95 among its holdings.

456 funds tracked by Wall St. Rank hold KEY as of Q3 2026.

  • Next Level Wealth Planning held 6,361 shares of KeyCorp worth $128K as of Q3 2026.
  • KeyCorp was a new Next Level Wealth Planning position in Q3 2026.
  • KeyCorp made up 0.05% of Next Level Wealth Planning's portfolio in Q3 2026, its #95 holding.
  • 456 funds tracked by Wall St. Rank held KeyCorp as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.