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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

KEY holding history

Keycorp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KEY overviewAll 13F holders of KEYFull Q2 2026 holdings

Shares (Q2 2026)
391,747
Value
$9.03M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of KEY by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026391,747$9.03M<0.1%+31,464+8.7%AddedHolders
Q1 2026360,283$7.22M<0.1%+115,799+47.4%AddedHolders
Q4 2025244,484$5.05M<0.1%+83,082+51.5%AddedHolders
Q3 2025161,402$3.02M<0.1%+18,877+13.2%AddedHolders
Q2 2025142,525$2.48M<0.1%+13,493+10.5%AddedHolders
Q1 2025129,032$2.06M<0.1%+22,061+20.6%AddedHolders
Q4 2024106,971$1.83M<0.1%−35,286−24.8%ReducedHolders
Q3 2024142,257$2.38M<0.1%+3,964+2.9%AddedHolders
Q2 2024138,293$1.97M<0.1%+1,969+1.4%AddedHolders
Q1 2024136,324$2.16M<0.1%+23,967+21.3%AddedHolders
Q4 2023112,357$1.62M<0.1%−6,459−5.4%ReducedHolders
Q3 2023118,816$1.28M<0.1%+10,629+9.8%AddedHolders
Q2 2023108,187$999.7K<0.1%+35,927+49.7%AddedHolders
Q1 202372,260$904.7K<0.1%−16,704−18.8%ReducedHolders
Q4 202288,964$1.55M<0.1%+22,679+34.2%AddedHolders
Q3 202266,285$1.06M<0.1%+1,262+1.9%AddedHolders
Q2 202265,023$1.12M<0.1%−11,916−15.5%ReducedHolders
Q1 202276,939$1.72M<0.1%+15,381+25.0%AddedHolders
Q4 202161,558$1.42M<0.1%+5,519+9.8%AddedHolders
Q3 202156,039$1.21M<0.1%−84−0.1%ReducedHolders
Q2 202156,123$1.16M<0.1%−15,794−22.0%ReducedHolders
Q1 202171,917$1.44M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.