PlanVest Financial’s KeyCorp KEY Stock Holding History

PlanVest Financial’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	$1.47K	Buy	64 +1	+2%	+$22	﹤0.01%	530
2026 Q1	$1.26K	Buy	+63	New	+$1.32K	﹤0.01%	505

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PlanVest Financial's KEY Position: Q2 2026 in Review

PlanVest Financial increased its KeyCorp (KEY) stake by 1.6% in Q2 2026, buying an estimated $22 and bringing the position to 64 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

PlanVest Financial first reported a position in KEY in Q1 2026 and has held it in 2 quarters since. 885 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

PlanVest Financial held 64 shares of KeyCorp worth $1.47K as of Q2 2026.
PlanVest Financial bought 1 KeyCorp share in Q2 2026, an estimated $22.
KeyCorp made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #530 holding.
PlanVest Financial first reported a position in KeyCorp in Q1 2026 and has held it in 2 quarters since.
885 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.