Prevail Innovative Wealth Advisors’s KeyCorp KEY Stock Holding History

Prevail Innovative 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	–	Sell	-114,897	Closed	-$2.3M	–	226
2026 Q1	$2.3M	Buy	114,897 +13,712	+14%	+$287K	0.39%	84
2025 Q4	$2.09M	Buy	101,185 +16,615	+20%	+$309K	0.37%	95
2025 Q3	$1.58M	Buy	84,570 +28,338	+50%	+$525K	0.31%	121
2025 Q2	$980K	Buy	56,232 +15,536	+38%	+$241K	0.22%	133
2025 Q1	$651K	Buy	40,696 +29,994	+280%	+$509K	0.17%	135
2024 Q4	$183K	Buy	+10,702	New	+$192K	0.05%	158
2023 Q4	–	Sell	-57,651	Closed	-$620K	–	150
2023 Q3	$620K	Buy	+57,651	New	+$638K	0.32%	76

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

Prevail Innovative Wealth Advisors's KEY Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of KeyCorp (KEY) in Q2 2026, closing a stake of 114,897 shares — an estimated $2.3M sold.

Prevail Innovative Wealth Advisors first reported a position in KEY in Q3 2023 and held it in 7 quarters. The position peaked at $2.3M in Q1 2026. 938 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

Prevail Innovative Wealth Advisors reported no remaining KeyCorp position as of Q2 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 114,897 KeyCorp shares in Q2 2026, an estimated $2.3M.
Prevail Innovative Wealth Advisors first reported a position in KeyCorp in Q3 2023 and held it in 7 quarters.
Prevail Innovative Wealth Advisors's KeyCorp position peaked at $2.3M in Q1 2026.
938 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

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