Estate Planners Group »

Key shares owned by Estate Planners Group

Quarter-by-quarter ownership of Key (KEY) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Key

Tip: Access up to 7 years of quarterly data

All positions including Key held by Estate Planners Group 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 Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.2k 300 20.64

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Key

Bank of Nova Scotia
Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Wellington Management Company
Capital World Investors
Invesco
Franklin Resources
Goldman Sachs Group
Hanna Zanoni
Norges Bank Investment Management
Diamond Hill Capital Management
Dimensional Fund Advisors

View all funds holding Key