Prospera Financial Services’s KeyCorp KEY Stock Holding History

Prospera Financial 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
2025 Q1	–	Sell	-12,558	Closed	-$215K	–	1211
2024 Q4	$215K	Sell	12,558 -610	-5%	-$10.9K	0.01%	1060
2024 Q3	$221K	Sell	13,168 -947	-7%	-$15K	0.01%	1041
2024 Q2	$201K	Buy	14,115 +140	+1%	+$2.03K	0.01%	1069
2024 Q1	$221K	Sell	13,975 -7,894	-36%	-$114K	0.01%	1005
2023 Q4	$315K	Sell	21,869 -39,367	-64%	-$467K	0.01%	829
2023 Q3	$659K	Buy	61,236 +21,417	+54%	+$237K	0.03%	532
2023 Q2	$368K	Buy	+39,819	New	+$416K	0.01%	708
2022 Q3	–	Sell	-173	Closed	-$3K	–	1245
2022 Q2	$3K	Sell	173 -9,642	-98%	-$186K	﹤0.01%	1516
2022 Q1	$220K	Buy	+9,815	New	+$244K	0.01%	857
2020 Q4	–	Sell	-2,158	Closed	-$26K	–	1138
2020 Q3	$26K	Buy	+2,158	New	+$26.3K	0.01%	825

Other funds holding KEY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Prospera Financial Services's KEY Position: Q1 2025 in Review

Prospera Financial Services sold out of KeyCorp (KEY) in Q1 2025, closing a stake of 12,558 shares — an estimated $215K sold.

Prospera Financial Services first reported a position in KEY in Q3 2020 and held it in 10 quarters. The position peaked at $659K in Q3 2023. 788 funds tracked by Wall St. Rank hold KEY as of Q1 2025.

Prospera Financial Services reported no remaining KeyCorp position as of Q1 2025 after selling out during the quarter.
Prospera Financial Services sold 12,558 KeyCorp shares in Q1 2025, an estimated $215K.
Prospera Financial Services first reported a position in KeyCorp in Q3 2020 and held it in 10 quarters.
Prospera Financial Services's KeyCorp position peaked at $659K in Q3 2023.
788 funds tracked by Wall St. Rank held KeyCorp as of Q1 2025.

Based on Prospera Financial Services's 13F filing for Q1 2025, filed 15 May 2025.