West Branch Capital’s KeyCorp KEY Stock Holding History

West Branch Capital’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 Q1	–	Sell	-3	Closed	-$52	–	557
2024 Q4	$52	Hold	3	–	–	﹤0.01%	545
2024 Q3	$51	Buy	+3	New	+$48	﹤0.01%	580

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

West Branch Capital's KEY Position: Q1 2025 in Review

West Branch Capital sold out of KeyCorp (KEY) in Q1 2025, closing a stake of 3 shares — an estimated $52 sold.

West Branch Capital first reported a position in KEY in Q3 2024 and held it in 2 quarters. The position peaked at $52 in Q4 2024. 788 funds tracked by Wall St. Rank hold KEY as of Q1 2025.

West Branch Capital reported no remaining KeyCorp position as of Q1 2025 after selling out during the quarter.
West Branch Capital sold 3 KeyCorp shares in Q1 2025, an estimated $52.
West Branch Capital first reported a position in KeyCorp in Q3 2024 and held it in 2 quarters.
West Branch Capital's KeyCorp position peaked at $52 in Q4 2024.
788 funds tracked by Wall St. Rank held KeyCorp as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.