CIA
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Cape Investment Advisory’s KeyCorp KEY Stock Holding History

Cape Investment Advisory’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
-1,001
Closed -$20.7K – 731
2025
Q4 		$20.7K Hold
1,001
– – 0.01% 605
2025
Q3 		$18.7K Sell
1,001
-29
-3% -$537 0.02% 332
2025
Q2 		$17.9K Hold
1,030
– – 0.01% 532
2025
Q1 		$16.5K Buy
1,030
+916
+804% +$15.5K 0.01% 518
2024
Q4 		$1.95K Sell
114
-41
-26% -$736 ﹤0.01% 881
2024
Q3 		$2.6K Hold
155
– – ﹤0.01% 793
2024
Q2 		$2.2K Sell
155
-417
-73% -$6.05K ﹤0.01% 777
2024
Q1 		$9.04K Hold
572
– – ﹤0.01% 569
2023
Q4 		$8.24K Hold
572
– – ﹤0.01% 706
2023
Q3 		$6.16K Hold
572
– – ﹤0.01% 631
2023
Q2 		$5.29K Buy
572
+201
+54% +$2.1K ﹤0.01% 647
2023
Q1 		$4.64K Buy
+371
New +$6.27K ﹤0.01% 688

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