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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
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 $66.2B AUM 46.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Root Financial Partners's KEY Position: Q2 2026 in Review

Root Financial Partners sold out of KeyCorp (KEY) in Q2 2026, closing a stake of 8,637 shares — an estimated $173K sold.

Root Financial Partners first reported a position in KEY in Q3 2025 and held it in 3 quarters. The position peaked at $173K in Q1 2026. 939 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

  • Root Financial Partners reported no remaining KeyCorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 8,637 KeyCorp shares in Q2 2026, an estimated $173K.
  • Root Financial Partners first reported a position in KeyCorp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's KeyCorp position peaked at $173K in Q1 2026.
  • 939 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.