Physician Wealth Advisors’s KeyCorp KEY Stock Holding History

Physician Wealth Advisors’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 Q2	$6.16K	Sell	267 -24	-8%	-$523	﹤0.01%	1016
2026 Q1	$5.83K	Buy	291 +234	+411%	+$4.9K	﹤0.01%	958
2025 Q4	$1.18K	Sell	57 -248	-81%	-$4.62K	﹤0.01%	1528
2025 Q3	$5.7K	Buy	+305	New	+$5.65K	﹤0.01%	890

Other funds holding KEY

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAG

Asset Advisory Group Kinnelon, New Jersey $229M AUM

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Physician Wealth Advisors's KEY Position: Q2 2026 in Review

Physician Wealth Advisors reduced its KeyCorp (KEY) stake by 8.2% in Q2 2026, selling an estimated $523 and leaving 267 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Physician Wealth Advisors first reported a position in KEY in Q3 2025 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

Physician Wealth Advisors held 267 shares of KeyCorp worth $6.16K as of Q2 2026.
Physician Wealth Advisors sold 24 KeyCorp shares in Q2 2026, an estimated $523.
KeyCorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1016 holding.
Physician Wealth Advisors first reported a position in KeyCorp in Q3 2025 and has held it in 4 quarters since.
180 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.