CM Wealth Advisors’s KeyCorp KEY Stock Holding History

CM Wealth 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 Q2	$722K	Hold	31,324	–	–	0.13%	73
2026 Q1	$628K	Hold	31,324	–	–	0.13%	66
2025 Q4	$647K	Buy	31,324 +17,482	+126%	+$325K	0.15%	64
2025 Q3	$259K	Sell	13,842 -650	-4%	-$12K	0.07%	80
2025 Q2	$252K	Hold	14,492	–	–	0.07%	75
2025 Q1	$232K	Hold	14,492	–	–	0.07%	78
2024 Q4	$248K	Sell	14,492 -800	-5%	-$14.4K	0.08%	77
2024 Q3	$256K	Sell	15,292 -250	-2%	-$3.97K	0.08%	76
2024 Q2	$221K	Sell	15,542 -34,299	-69%	-$498K	0.11%	69
2024 Q1	$744K	Buy	49,841 +33,499	+205%	+$484K	0.21%	50
2023 Q4	$235K	Buy	+16,342	New	+$194K	0.1%	69
2023 Q3	–	Sell	-36,827	Closed	-$463K	–	126
2023 Q2	$463K	Buy	+36,827	New	+$384K	0.15%	71

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CM Wealth Advisors's KEY Position: Q2 2026 in Review

CM Wealth Advisors held its KeyCorp (KEY) position steady in Q2 2026 at 31,324 shares worth $722K. The position accounts for 0.13% of the portfolio, ranked #73.

CM Wealth Advisors first reported a position in KEY in Q2 2023 and has held it in 12 quarters since. The position peaked at $744K in Q1 2024. 935 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

CM Wealth Advisors held 31,324 shares of KeyCorp worth $722K as of Q2 2026.
CM Wealth Advisors left its KeyCorp share count unchanged in Q2 2026.
KeyCorp made up 0.13% of CM Wealth Advisors's portfolio in Q2 2026, its #73 holding.
CM Wealth Advisors first reported a position in KeyCorp in Q2 2023 and has held it in 12 quarters since.
CM Wealth Advisors's KeyCorp position peaked at $744K in Q1 2024.
935 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.