Dynasty Wealth Management »

Key shares owned by Dynasty Wealth Management

Quarter-by-quarter ownership of Key (KEY) shares owned by Dynasty Wealth Management from 13F filings

Historical chart of Dynasty Wealth Management investment in Key

Tip: Access up to 7 years of quarterly data

All positions including Key held by Dynasty Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Key by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $593k 26k 23.05

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ishares A I Inno (BAI)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Tcw Etf Trust Transform System (PWRD)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ab Active Etfs Emerging Mkts Op (EMOP)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Dynasty Wealth Management

Top funds holding Key

Bank of Nova Scotia
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
FMR
Geode Capital Management
Invesco
Deutsche Bank Aktiengesellschaft
Goldman Sachs Group
Victory Capital Management
Norges Bank Investment Management
Dimensional Fund Advisors
Wellington Management Company
Charles Schwab Investment Management

View all funds holding Key