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 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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

PFG Private Wealth Management's KEY Position: Q2 2025 in Review

PFG Private Wealth Management sold out of KeyCorp (KEY) in Q2 2025, closing a stake of 221 shares — an estimated $3.53K sold.

PFG Private Wealth Management first reported a position in KEY in Q3 2021 and held it in 13 quarters. The position peaked at $6.61K in Q3 2023. 790 funds tracked by Wall St. Rank hold KEY as of Q2 2025.

PFG Private Wealth Management reported no remaining KeyCorp position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 221 KeyCorp shares in Q2 2025, an estimated $3.53K.
PFG Private Wealth Management first reported a position in KeyCorp in Q3 2021 and held it in 13 quarters.
PFG Private Wealth Management's KeyCorp position peaked at $6.61K in Q3 2023.
790 funds tracked by Wall St. Rank held KeyCorp as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.