CFO
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Callan Family Office’s KeyCorp KEY Stock Holding History

Callan Family Office’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 		$523K Buy
26,083
+744
+3% +$15.6K 0.01% 750
2025
Q4 		$523K Buy
25,339
+3,100
+14% +$57.7K 0.01% 773
2025
Q3 		$416K Buy
22,239
+6,381
+40% +$118K 0.01% 595
2025
Q2 		$276K Buy
+15,858
New +$246K 0.01% 798
2025
Q1 		– Sell
-11,948
Closed -$205K – 603
2024
Q4 		$205K Buy
+11,948
New +$214K 0.01% 601

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Callan Family Office's KEY Position: Q1 2026 in Review

Callan Family Office increased its KeyCorp (KEY) stake by 2.9% in Q1 2026, buying an estimated $15.6K and bringing the position to 26,083 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #750.

Callan Family Office first reported a position in KEY in Q4 2024 and has held it in 5 quarters since. The position peaked at $523K in Q4 2025. 888 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

  • Callan Family Office held 26,083 shares of KeyCorp worth $523K as of Q1 2026.
  • Callan Family Office bought 744 KeyCorp shares in Q1 2026, an estimated $15.6K.
  • KeyCorp made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #750 holding.
  • Callan Family Office first reported a position in KeyCorp in Q4 2024 and has held it in 5 quarters since.
  • Callan Family Office's KeyCorp position peaked at $523K in Q4 2025.
  • 888 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.