Wealthspire Advisors (New York)’s KeyCorp KEY Stock Holding History

Wealthspire Advisors (New York)’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	-1,803	Closed	-$33.7K	–	2007
2025 Q3	$33.7K	Buy	+1,803	New	+$33.4K	﹤0.01%	1399
2021 Q2	–	Sell	-36,214	Closed	-$724K	–	525
2021 Q1	$724K	Sell	36,214 -203	-0.6%	-$3.92K	0.02%	316
2020 Q4	$598K	Buy	36,417 +14,289	+65%	+$208K	0.02%	274
2020 Q3	$264K	Buy	22,128 +3,948	+22%	+$48.1K	0.02%	246
2020 Q2	$221K	Sell	18,180 -2,405	-12%	-$27.9K	0.02%	246
2020 Q1	$213K	Buy	20,585 +7,944	+63%	+$132K	0.01%	476
2019 Q4	$256K	Buy	12,641 +1,082	+9%	+$20.4K	0.02%	170
2019 Q3	$206K	Buy	+11,559	New	+$200K	0.02%	157
2019 Q1	–	Sell	-457	Closed	-$7K	–	444
2018 Q4	$7K	Buy	+457	New	+$8.04K	﹤0.01%	585

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

Wealthspire Advisors (New York)'s KEY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of KeyCorp (KEY) in Q4 2025, closing a stake of 1,803 shares — an estimated $33.7K sold.

Wealthspire Advisors (New York) first reported a position in KEY in Q4 2018 and held it in 9 quarters. The position peaked at $724K in Q1 2021. 873 funds tracked by Wall St. Rank hold KEY as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining KeyCorp position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,803 KeyCorp shares in Q4 2025, an estimated $33.7K.
Wealthspire Advisors (New York) first reported a position in KeyCorp in Q4 2018 and held it in 9 quarters.
Wealthspire Advisors (New York)'s KeyCorp position peaked at $724K in Q1 2021.
873 funds tracked by Wall St. Rank held KeyCorp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.