SWM
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SHP Wealth Management’s KeyCorp KEY Stock Holding History

SHP Wealth Management’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 		$7.93K Buy
344
+103
+43% +$2.24K ﹤0.01% 1044
2026
Q1 		$4.83K Buy
241
+149
+162% +$3.12K ﹤0.01% 1079
2025
Q4 		$1.9K Buy
+92
New +$1.71K ﹤0.01% 1143

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 $3.38T AUM 44.17% 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

SHP Wealth Management's KEY Position: Q2 2026 in Review

SHP Wealth Management increased its KeyCorp (KEY) stake by 43% in Q2 2026, buying an estimated $2.24K and bringing the position to 344 shares worth $7.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

SHP Wealth Management first reported a position in KEY in Q4 2025 and has held it in 3 quarters since. 941 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

  • SHP Wealth Management held 344 shares of KeyCorp worth $7.93K as of Q2 2026.
  • SHP Wealth Management bought 103 KeyCorp shares in Q2 2026, an estimated $2.24K.
  • KeyCorp made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1044 holding.
  • SHP Wealth Management first reported a position in KeyCorp in Q4 2025 and has held it in 3 quarters since.
  • 941 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.