PWPS
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Pinnacle Wealth Planning Services’s KeyCorp KEY Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$269K Buy
13,405
+165
+1% +$3.46K 0.03% 375
2025
Q4 		$273K Buy
13,240
+4
+0% +$74 0.03% 356
2025
Q3 		$247K Buy
+13,236
New +$245K 0.03% 381
2023
Q1 		– Sell
-16,514
Closed -$288K – 491
2022
Q4 		$288K Sell
16,514
-2,832
-15% -$49.8K 0.05% 272
2022
Q3 		$310K Buy
19,346
+922
+5% +$16.5K 0.06% 229
2022
Q2 		$317K Buy
18,424
+7,006
+61% +$135K 0.06% 233
2022
Q1 		$256K Sell
11,418
-25
-0.2% -$622 0.05% 307
2021
Q4 		$265K Sell
11,443
-5,100
-31% -$118K 0.05% 282
2021
Q3 		$358K Sell
16,543
-343
-2% -$6.93K 0.08% 213
2021
Q2 		$349K Sell
16,886
-110
-0.6% -$2.39K 0.08% 204
2021
Q1 		$339K Buy
16,996
+2,270
+15% +$43.8K 0.09% 196
2020
Q4 		$242K Buy
14,726
+325
+2% +$4.73K 0.06% 243
2020
Q3 		$172K Buy
14,401
+370
+3% +$4.51K 0.06% 247
2020
Q2 		$170K Buy
14,031
+3,521
+34% +$40.9K 0.06% 237
2020
Q1 		$108K Sell
10,510
-1,657
-14% -$27.6K 0.05% 213
2019
Q4 		$246K Buy
12,167
+1,409
+13% +$26.6K 0.12% 179
2019
Q3 		$191K Buy
+10,758
New +$186K 0.1% 186

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnacle Wealth Planning Services's KEY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its KeyCorp (KEY) stake by 1.2% in Q1 2026, buying an estimated $3.46K and bringing the position to 13,405 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #375.

Pinnacle Wealth Planning Services first reported a position in KEY in Q3 2019 and has held it in 17 quarters since. The position peaked at $358K in Q3 2021. 888 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 13,405 shares of KeyCorp worth $269K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 165 KeyCorp shares in Q1 2026, an estimated $3.46K.
  • KeyCorp made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #375 holding.
  • Pinnacle Wealth Planning Services first reported a position in KeyCorp in Q3 2019 and has held it in 17 quarters since.
  • Pinnacle Wealth Planning Services's KeyCorp position peaked at $358K in Q3 2021.
  • 888 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.