True Wealth Design’s KeyCorp KEY Stock Holding History

True Wealth Design’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 Q3	$44.7K	Sell	2,228 -753	-25%	-$16.7K	0.01%	549
2026 Q2	$68.7K	Buy	2,981 +730	+32%	+$15.9K	0.02%	373
2026 Q1	$45.1K	Buy	2,251 +533	+31%	+$11.2K	0.01%	431
2025 Q4	$35.5K	Buy	1,718 +1,592	+1,263%	+$29.6K	0.01%	434
2025 Q3	$2.36K	Buy	126 +5	+4%	+$93	﹤0.01%	1398
2025 Q2	$2.11K	Buy	121 +66	+120%	+$1.02K	﹤0.01%	1161
2025 Q1	$880	Buy	+55	New	+$933	﹤0.01%	1313

Other funds holding KEY

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Asset Advisory Group Kinnelon, New Jersey $232M AUM 16.51% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

True Wealth Design's KEY Position: Q3 2026 in Review

True Wealth Design reduced its KeyCorp (KEY) stake by 25% in Q3 2026, selling an estimated $16.7K and leaving 2,228 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #549.

True Wealth Design first reported a position in KEY in Q1 2025 and has held it in 7 quarters since. The position peaked at $68.7K in Q2 2026. 208 funds tracked by Wall St. Rank hold KEY as of Q3 2026.

True Wealth Design held 2,228 shares of KeyCorp worth $44.7K as of Q3 2026.
True Wealth Design sold 753 KeyCorp shares in Q3 2026, an estimated $16.7K.
KeyCorp made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #549 holding.
True Wealth Design first reported a position in KeyCorp in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's KeyCorp position peaked at $68.7K in Q2 2026.
208 funds tracked by Wall St. Rank held KeyCorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.