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
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 $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's KEY Position: Q1 2026 in Review

SHP Wealth Management increased its KeyCorp (KEY) stake by 162% in Q1 2026, buying an estimated $3.12K and bringing the position to 241 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

SHP Wealth Management first reported a position in KEY in Q4 2025 and has held it in 2 quarters since. 890 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

  • SHP Wealth Management held 241 shares of KeyCorp worth $4.83K as of Q1 2026.
  • SHP Wealth Management bought 149 KeyCorp shares in Q1 2026, an estimated $3.12K.
  • KeyCorp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1079 holding.
  • SHP Wealth Management first reported a position in KeyCorp in Q4 2025 and has held it in 2 quarters since.
  • 890 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.