Strategic Wealth Partners’s KeyCorp KEY Stock Holding History

Strategic Wealth Partners’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	–	Sell	-238	Closed	-$4.91K	–	1523
2025 Q4	$4.91K	Buy	238 +38	+19%	+$707	﹤0.01%	1051
2025 Q3	$3.74K	Hold	200	–	–	﹤0.01%	1085
2025 Q2	$3.48K	Buy	+200	New	+$3.1K	﹤0.01%	947
2019 Q4	–	Sell	-168	Closed	-$2	–	327
2019 Q3	$2	Sell	168 -537	-76%	-$9.29K	﹤0.01%	691
2019 Q2	$12K	Buy	705 +5	+0.7%	+$85	0.01%	468
2019 Q1	$11K	Buy	700 +5	+0.7%	+$83	0.01%	479
2018 Q4	$11K	Buy	695 +5	+0.7%	+$88	0.01%	435
2018 Q3	$14K	Buy	690 +5	+0.7%	+$104	0.01%	413
2018 Q2	$13K	Sell	685 -77	-10%	-$1.54K	0.01%	490
2018 Q1	$15K	Sell	762 -504	-40%	-$10.6K	0.01%	431
2017 Q4	$23K	Buy	+1,266	New	+$23.9K	0.01%	312

Other funds holding KEY

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

BlackRock New York $5.7T 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 $653B AUM 32.41% 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