Root Financial Partners
KEY icon

Root Financial Partners’s KeyCorp KEY Stock Holding History

Root Financial Partners’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
Q3 		$155K Buy
+7,736
New +$172K 0.01% 547
2026
Q2 		– Sell
-8,637
Closed -$173K – 1879
2026
Q1 		$173K Buy
8,637
+6,367
+280% +$133K 0.01% 367
2025
Q4 		$46.9K Buy
2,270
+278
+14% +$5.18K ﹤0.01% 742
2025
Q3 		$37.2K Buy
+1,992
New +$36.9K ﹤0.01% 792

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Root Financial Partners's KEY Position: Q3 2026 in Review

Root Financial Partners opened a new position in KeyCorp (KEY) in Q3 2026: 7,736 shares worth $155K. The stake represents 0.01% of the portfolio and ranks #547 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KEY as recently as Q1 2026.

Root Financial Partners first reported a position in KEY in Q3 2025 and has held it in 4 quarters since. The position peaked at $173K in Q1 2026. 769 funds tracked by Wall St. Rank hold KEY as of Q3 2026.

  • Root Financial Partners held 7,736 shares of KeyCorp worth $155K as of Q3 2026.
  • KeyCorp was a new Root Financial Partners position in Q3 2026.
  • KeyCorp made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #547 holding.
  • Root Financial Partners first reported a position in KeyCorp in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's KeyCorp position peaked at $173K in Q1 2026.
  • 769 funds tracked by Wall St. Rank held KeyCorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.