Principia Wealth Advisory’s KeyCorp KEY Stock Holding History

Principia Wealth Advisory’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	$2K	Buy	87 +5	+6%	+$109	﹤0.01%	588
2026 Q1	$1.64K	Buy	82 +28	+52%	+$587	﹤0.01%	570
2025 Q4	$1.11K	Sell	54 -6	-10%	-$112	﹤0.01%	638
2025 Q3	$1.12K	Buy	60 +10	+20%	+$185	﹤0.01%	608
2025 Q2	$871	Buy	50 +30	+150%	+$465	﹤0.01%	613
2025 Q1	$290	Sell	20 -37	-65%	-$628	﹤0.01%	707
2024 Q4	$977	Buy	+57	New	+$1.02K	﹤0.01%	371

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

Principia Wealth Advisory's KEY Position: Q2 2026 in Review

Principia Wealth Advisory increased its KeyCorp (KEY) stake by 6.1% in Q2 2026, buying an estimated $109 and bringing the position to 87 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Principia Wealth Advisory first reported a position in KEY in Q4 2024 and has held it in 7 quarters since. 937 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

Principia Wealth Advisory held 87 shares of KeyCorp worth $2K as of Q2 2026.
Principia Wealth Advisory bought 5 KeyCorp shares in Q2 2026, an estimated $109.
KeyCorp made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #588 holding.
Principia Wealth Advisory first reported a position in KeyCorp in Q4 2024 and has held it in 7 quarters since.
937 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.