SOA Wealth Advisors’s KeyCorp KEY Stock Holding History

SOA 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 Q1	$536	Buy	27 +1	+4%	+$21	﹤0.01%	776
2025 Q4	$546	Hold	26	–	–	﹤0.01%	778
2025 Q3	$489	Hold	26	–	–	﹤0.01%	804
2025 Q2	$451	Hold	26	–	–	﹤0.01%	786
2025 Q1	$409	Buy	26 +1	+4%	+$17	﹤0.01%	794
2024 Q4	$433	Hold	25	–	–	﹤0.01%	786
2024 Q3	$418	Hold	25	–	–	﹤0.01%	759
2024 Q2	$350	Buy	25 +1	+4%	+$15	﹤0.01%	780
2024 Q1	$384	Hold	24	–	–	﹤0.01%	820
2023 Q4	$345	Hold	24	–	–	﹤0.01%	821
2023 Q3	$254	Buy	24 +1	+4%	+$11	﹤0.01%	861
2023 Q2	$214	Hold	23	–	–	﹤0.01%	878
2023 Q1	$284	Buy	23 +1	+5%	+$17	﹤0.01%	881
2022 Q4	$388	Hold	22	–	–	﹤0.01%	862
2022 Q3	$0	Buy	22 +1	+5%	+$18	﹤0.01%	904
2022 Q2	$0	Sell	21 -1	-5%	-$19	﹤0.01%	920
2022 Q1	$0	Hold	22	–	–	﹤0.01%	954
2021 Q4	$0	Hold	22	–	–	﹤0.01%	928
2021 Q3	$0	Buy	+22	New	+$445	﹤0.01%	943

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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