UFPG
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United Financial Planning Group’s KeyCorp KEY Stock Holding History

United Financial Planning Group’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 		– Sell
-159
Closed -$3.19K – 505
2026
Q1 		$3.19K Buy
+159
New +$3.33K ﹤0.01% 391

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

United Financial Planning Group's KEY Position: Q2 2026 in Review

United Financial Planning Group sold out of KeyCorp (KEY) in Q2 2026, closing a stake of 159 shares — an estimated $3.19K sold.

United Financial Planning Group first reported a position in KEY in Q1 2026 and held it in 1 quarter. The position peaked at $3.19K in Q1 2026. 937 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

  • United Financial Planning Group reported no remaining KeyCorp position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 159 KeyCorp shares in Q2 2026, an estimated $3.19K.
  • United Financial Planning Group first reported a position in KeyCorp in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's KeyCorp position peaked at $3.19K in Q1 2026.
  • 937 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.