PFG Private Wealth Management’s KeyCorp KEY Stock Holding History

PFG Private Wealth Management’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	-221	Closed	-$3.53K	–	155
2025 Q1	$3.53K	Hold	221	–	–	﹤0.01%	193
2024 Q4	$3.79K	Hold	221	–	–	﹤0.01%	167
2024 Q3	$3.7K	Sell	221 -27	-11%	-$428	﹤0.01%	174
2024 Q2	$3.52K	Hold	248	–	–	﹤0.01%	173
2024 Q1	$3.92K	Hold	248	–	–	﹤0.01%	161
2023 Q4	$3.57K	Sell	248 -366	-60%	-$4.35K	﹤0.01%	169
2023 Q3	$6.61K	Buy	+614	New	+$6.8K	﹤0.01%	203
2023 Q1	–	Sell	-171	Closed	-$3K	–	344
2022 Q4	$3K	Hold	171	–	–	﹤0.01%	265
2022 Q3	$3K	Hold	171	–	–	﹤0.01%	265
2022 Q2	$3K	Hold	171	–	–	﹤0.01%	262
2022 Q1	$4K	Hold	171	–	–	﹤0.01%	239
2021 Q4	$4K	Hold	171	–	–	﹤0.01%	241
2021 Q3	$4K	Buy	+171	New	+$3.46K	﹤0.01%	220

Other funds holding KEY

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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