Physician Wealth Advisors
KEY icon

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
Q3 		$4.92K Sell
245
-22
-8% -$489 ﹤0.01% 1147
2026
Q2 		$6.16K Sell
267
-24
-8% -$523 ﹤0.01% 1016
2026
Q1 		$5.84K 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

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Physician Wealth Advisors's KEY Position: Q3 2026 in Review

Physician Wealth Advisors reduced its KeyCorp (KEY) stake by 8.2% in Q3 2026, selling an estimated $489 and leaving 245 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Physician Wealth Advisors first reported a position in KEY in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.16K in Q2 2026. 769 funds tracked by Wall St. Rank hold KEY as of Q3 2026.

  • Physician Wealth Advisors held 245 shares of KeyCorp worth $4.92K as of Q3 2026.
  • Physician Wealth Advisors sold 22 KeyCorp shares in Q3 2026, an estimated $489.
  • KeyCorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1147 holding.
  • Physician Wealth Advisors first reported a position in KeyCorp in Q3 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's KeyCorp position peaked at $6.16K in Q2 2026.
  • 769 funds tracked by Wall St. Rank held KeyCorp as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.