TFC Financial Management’s KeyCorp KEY Stock Holding History

TFC Financial 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	$1.76K	Sell	88 -71	-45%	-$1.49K	﹤0.01%	548
2025 Q4	$3.28K	Sell	159 -1	-0.6%	-$19	﹤0.01%	479
2025 Q3	$2.99K	Buy	160 +1	+0.6%	+$19	﹤0.01%	511
2025 Q2	$2.77K	Buy	159 +74	+87%	+$1.15K	﹤0.01%	473
2025 Q1	$1.36K	Sell	85 -51	-38%	-$865	﹤0.01%	527
2024 Q4	$2.33K	Buy	136 +51	+60%	+$915	﹤0.01%	485
2024 Q3	$1.42K	Sell	85 -7	-8%	-$111	﹤0.01%	544
2024 Q2	$1.31K	Buy	92 +9	+11%	+$131	﹤0.01%	537
2024 Q1	$1.31K	Buy	+83	New	+$1.2K	﹤0.01%	515
2023 Q2	–	Sell	-118	Closed	-$1.48K	–	698
2023 Q1	$1.48K	Buy	118 +21	+22%	+$355	﹤0.01%	487
2022 Q4	$1.69K	Buy	97 +1	+1%	+$18	﹤0.01%	415
2022 Q3	$2K	Hold	96	–	–	﹤0.01%	409
2022 Q2	$2K	Hold	96	–	–	﹤0.01%	409
2022 Q1	$2K	Hold	96	–	–	﹤0.01%	425
2021 Q4	$2K	Hold	96	–	–	﹤0.01%	472
2021 Q3	$2K	Hold	96	–	–	﹤0.01%	458
2021 Q2	$2K	Hold	96	–	–	﹤0.01%	451
2021 Q1	$2K	Hold	96	–	–	﹤0.01%	442
2020 Q4	$2K	Hold	96	–	–	﹤0.01%	436
2020 Q3	$1K	Buy	+96	New	+$1.17K	﹤0.01%	469

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