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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
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 $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Root Financial Partners's KEY Position: Q1 2026 in Review

Root Financial Partners increased its KeyCorp (KEY) stake by 280% in Q1 2026, buying an estimated $133K and bringing the position to 8,637 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #367.

Root Financial Partners first reported a position in KEY in Q3 2025 and has held it in 3 quarters since. 888 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

  • Root Financial Partners held 8,637 shares of KeyCorp worth $173K as of Q1 2026.
  • Root Financial Partners bought 6,367 KeyCorp shares in Q1 2026, an estimated $133K.
  • KeyCorp made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #367 holding.
  • Root Financial Partners first reported a position in KeyCorp in Q3 2025 and has held it in 3 quarters since.
  • 888 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.