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Key shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Key (KEY) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Key

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All positions including Key held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Key by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.2k 159 20.05

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Key

Bank of Nova Scotia
Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
FMR
Geode Capital Management
Wellington Management Company
Invesco
Goldman Sachs Group
Morgan Stanley
Hanna Zanoni
North Reef Capital Management
Capital World Investors

View all funds holding Key