Caerus Investment Advisors’s KeyCorp KEY Stock Holding History

Caerus Investment Advisors’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
2026 Q1	–	Sell	-11,634	Closed	-$240K	–	326
2025 Q4	$240K	Buy	+11,634	New	+$217K	0.08%	273

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caerus Investment Advisors's KEY Position: Q1 2026 in Review

Caerus Investment Advisors sold out of KeyCorp (KEY) in Q1 2026, closing a stake of 11,634 shares — an estimated $240K sold.

Caerus Investment Advisors first reported a position in KEY in Q4 2025 and held it in 1 quarter. The position peaked at $240K in Q4 2025. 889 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

Caerus Investment Advisors reported no remaining KeyCorp position as of Q1 2026 after selling out during the quarter.
Caerus Investment Advisors sold 11,634 KeyCorp shares in Q1 2026, an estimated $240K.
Caerus Investment Advisors first reported a position in KeyCorp in Q4 2025 and held it in 1 quarter.
Caerus Investment Advisors's KeyCorp position peaked at $240K in Q4 2025.
889 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.