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 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 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

Cassaday & Co Wealth Management's KEY Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its KeyCorp (KEY) stake by 0.86% in Q1 2026, selling an estimated $1.97K and leaving 10,857 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Cassaday & Co Wealth Management first reported a position in KEY in Q4 2022 and has held it in 13 quarters since. The position peaked at $226K in Q4 2025. 888 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

Cassaday & Co Wealth Management held 10,857 shares of KeyCorp worth $218K as of Q1 2026.
Cassaday & Co Wealth Management sold 94 KeyCorp shares in Q1 2026, an estimated $1.97K.
KeyCorp made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #328 holding.
Cassaday & Co Wealth Management first reported a position in KeyCorp in Q4 2022 and has held it in 13 quarters since.
Cassaday & Co Wealth Management's KeyCorp position peaked at $226K in Q4 2025.
888 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.