Rise Advisors’s KeyCorp KEY Stock Holding History

Rise 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
2025 Q4	–	Sell	-578	Closed	-$10.8K	–	798
2025 Q3	$10.8K	Buy	578 +27	+5%	+$500	﹤0.01%	945
2025 Q2	$9.6K	Buy	551 +31	+6%	+$481	﹤0.01%	1018
2025 Q1	$8.31K	Buy	+520	New	+$8.82K	﹤0.01%	1096

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rise Advisors's KEY Position: Q4 2025 in Review

Rise Advisors sold out of KeyCorp (KEY) in Q4 2025, closing a stake of 578 shares — an estimated $10.8K sold.

Rise Advisors first reported a position in KEY in Q1 2025 and held it in 3 quarters. The position peaked at $10.8K in Q3 2025. 872 funds tracked by Wall St. Rank hold KEY as of Q4 2025.

Rise Advisors reported no remaining KeyCorp position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 578 KeyCorp shares in Q4 2025, an estimated $10.8K.
Rise Advisors first reported a position in KeyCorp in Q1 2025 and held it in 3 quarters.
Rise Advisors's KeyCorp position peaked at $10.8K in Q3 2025.
872 funds tracked by Wall St. Rank held KeyCorp as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.