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 Q2	$622	Hold	27	–	–	﹤0.01%	817
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 Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

SOA Wealth Advisors held its KeyCorp (KEY) position steady in Q2 2026 at 27 shares worth $622. The position accounts for ﹤0.01% of the portfolio, ranked #817.

SOA Wealth Advisors first reported a position in KEY in Q3 2021 and has held it in 20 quarters since. 938 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

SOA Wealth Advisors held 27 shares of KeyCorp worth $622 as of Q2 2026.
SOA Wealth Advisors left its KeyCorp share count unchanged in Q2 2026.
KeyCorp made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #817 holding.
SOA Wealth Advisors first reported a position in KeyCorp in Q3 2021 and has held it in 20 quarters since.
938 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.