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	–	1140
2020 Q3	$26K	Buy	+2,158	New	+$26.3K	0.01%	825

Other funds holding KEY

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return