Sax Wealth Advisors’s KeyCorp KEY Stock Holding History

Sax Wealth 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
2026 Q2	$466K	Buy	23,237 +5,484	+31%	+$119K	0.02%	355
2026 Q1	$366K	Hold	17,753	–	–	0.02%	351
2025 Q4	$366K	Buy	17,753 +7,204	+68%	+$134K	0.02%	356
2025 Q3	$197K	Sell	10,549 -500	-5%	-$9.26K	0.01%	429
2025 Q2	$192K	Sell	11,049 -668	-6%	-$10.4K	0.01%	414
2025 Q1	$187K	Buy	+11,717	New	+$199K	0.01%	354

Other funds holding KEY

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAG

Asset Advisory Group Kinnelon, New Jersey $229M AUM

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Sax Wealth Advisors's KEY Position: Q2 2026 in Review

Sax Wealth Advisors increased its KeyCorp (KEY) stake by 31% in Q2 2026, buying an estimated $119K and bringing the position to 23,237 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #355.

Sax Wealth Advisors first reported a position in KEY in Q1 2025 and has held it in 6 quarters since. 169 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

Sax Wealth Advisors held 23,237 shares of KeyCorp worth $466K as of Q2 2026.
Sax Wealth Advisors bought 5,484 KeyCorp shares in Q2 2026, an estimated $119K.
KeyCorp made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #355 holding.
Sax Wealth Advisors first reported a position in KeyCorp in Q1 2025 and has held it in 6 quarters since.
169 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.