Cassaday & Co Wealth Management
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Cassaday & Co Wealth Management’s KeyCorp KEY Stock Holding History

Cassaday & Co Wealth Management’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
Q3 		$235K Buy
11,691
+1,065
+10% +$23.7K ﹤0.01% 326
2026
Q2 		$245K Sell
10,626
-231
-2% -$5.03K ﹤0.01% 322
2026
Q1 		$218K Sell
10,857
-94
-0.9% -$1.97K ﹤0.01% 328
2025
Q4 		$226K Hold
10,951
– – ﹤0.01% 329
2025
Q3 		$205K Sell
10,951
-120
-1% -$2.22K ﹤0.01% 331
2025
Q2 		$193K Buy
11,071
+445
+4% +$6.9K ﹤0.01% 324
2025
Q1 		$170K Hold
10,626
– – ﹤0.01% 308
2024
Q4 		$182K Hold
10,626
– – 0.01% 314
2024
Q3 		$178K Sell
10,626
-43
-0.4% -$682 0.01% 306
2024
Q2 		$152K Buy
10,669
+43
+0.4% +$624 ﹤0.01% 282
2024
Q1 		$168K Hold
10,626
– – 0.01% 287
2023
Q4 		$153K Sell
10,626
-26
-0.2% -$309 0.01% 262
2023
Q3 		$115K Buy
10,652
+152
+1% +$1.68K ﹤0.01% 255
2023
Q2 		$97K Buy
+10,500
New +$110K ﹤0.01% 252
2023
Q1 		– Sell
-10,613
Closed -$185K – 256
2022
Q4 		$185K Buy
+10,613
New +$187K 0.01% 244

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cassaday & Co Wealth Management's KEY Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its KeyCorp (KEY) stake by 10% in Q3 2026, buying an estimated $23.7K and bringing the position to 11,691 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Cassaday & Co Wealth Management first reported a position in KEY in Q4 2022 and has held it in 15 quarters since. The position peaked at $245K in Q2 2026. 665 funds tracked by Wall St. Rank hold KEY as of Q3 2026.

  • Cassaday & Co Wealth Management held 11,691 shares of KeyCorp worth $235K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 1,065 KeyCorp shares in Q3 2026, an estimated $23.7K.
  • KeyCorp made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #326 holding.
  • Cassaday & Co Wealth Management first reported a position in KeyCorp in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's KeyCorp position peaked at $245K in Q2 2026.
  • 665 funds tracked by Wall St. Rank held KeyCorp as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.