Trifecta Capital Advisors’s KeyCorp KEY Stock Holding History

Trifecta Capital 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
2025 Q4	–	Sell	-146	Closed	-$2.73K	–	357
2025 Q3	$2.73K	Hold	146	–	–	﹤0.01%	310
2025 Q2	$2.54K	Hold	146	–	–	﹤0.01%	318
2025 Q1	$2.33K	Hold	146	–	–	﹤0.01%	290
2024 Q4	$2.5K	Hold	146	–	–	﹤0.01%	280
2024 Q3	$2.45K	Hold	146	–	–	﹤0.01%	292
2024 Q2	$2.08K	Hold	146	–	–	﹤0.01%	308
2024 Q1	$2.31K	Hold	146	–	–	﹤0.01%	292
2023 Q4	$2.1K	Hold	146	–	–	﹤0.01%	321
2023 Q3	$1.57K	Hold	146	–	–	﹤0.01%	337
2023 Q2	$1.35K	Buy	+146	New	+$1.52K	﹤0.01%	348
2023 Q1	–	Sell	-35	Closed	-$610	–	437
2022 Q4	$610	Buy	+35	New	+$616	﹤0.01%	417

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trifecta Capital Advisors's KEY Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of KeyCorp (KEY) in Q4 2025, closing a stake of 146 shares — an estimated $2.73K sold.

Trifecta Capital Advisors first reported a position in KEY in Q4 2022 and held it in 11 quarters. The position peaked at $2.73K in Q3 2025. 873 funds tracked by Wall St. Rank hold KEY as of Q4 2025.

Trifecta Capital Advisors reported no remaining KeyCorp position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 146 KeyCorp shares in Q4 2025, an estimated $2.73K.
Trifecta Capital Advisors first reported a position in KeyCorp in Q4 2022 and held it in 11 quarters.
Trifecta Capital Advisors's KeyCorp position peaked at $2.73K in Q3 2025.
873 funds tracked by Wall St. Rank held KeyCorp as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.