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ORG Wealth Partners’s KeyCorp KEY Stock Holding History

ORG Wealth Partners’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
-1,432
Closed -$25.6K – 666
2025
Q2 		$25.6K Hold
1,432
– – 0.01% 387
2025
Q1 		$22.6K Sell
1,432
-2,779
-66% -$47.1K 0.01% 435
2024
Q4 		$72.2K Sell
4,211
-2,948
-41% -$52.9K 0.02% 220
2024
Q3 		$120K Buy
+7,159
New +$114K 0.04% 167

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

ORG Wealth Partners's KEY Position: Q3 2025 in Review

ORG Wealth Partners sold out of KeyCorp (KEY) in Q3 2025, closing a stake of 1,432 shares — an estimated $25.6K sold.

ORG Wealth Partners first reported a position in KEY in Q3 2024 and held it in 4 quarters. The position peaked at $120K in Q3 2024. 815 funds tracked by Wall St. Rank hold KEY as of Q3 2025.

  • ORG Wealth Partners reported no remaining KeyCorp position as of Q3 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 1,432 KeyCorp shares in Q3 2025, an estimated $25.6K.
  • ORG Wealth Partners first reported a position in KeyCorp in Q3 2024 and held it in 4 quarters.
  • ORG Wealth Partners's KeyCorp position peaked at $120K in Q3 2024.
  • 815 funds tracked by Wall St. Rank held KeyCorp as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.