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Concurrent Investment Advisors’s KeyCorp KEY Stock Holding History

Concurrent Investment 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 		$10M Buy
435,809
+211,690
+94% +$4.61M 0.09% 258
2026
Q1 		$4.49M Buy
224,119
+38,753
+21% +$812K 0.05% 377
2025
Q4 		$3.83M Buy
+185,366
New +$3.45M 0.04% 393

Other funds holding KEY

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Concurrent Investment Advisors's KEY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its KeyCorp (KEY) stake by 94% in Q2 2026, buying an estimated $4.61M and bringing the position to 435,809 shares worth $10M. The position accounts for 0.09% of the portfolio, ranked #258.

Concurrent Investment Advisors first reported a position in KEY in Q4 2025 and has held it in 3 quarters since. 376 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

  • Concurrent Investment Advisors held 435,809 shares of KeyCorp worth $10M as of Q2 2026.
  • Concurrent Investment Advisors bought 211,690 KeyCorp shares in Q2 2026, an estimated $4.61M.
  • KeyCorp made up 0.09% of Concurrent Investment Advisors's portfolio in Q2 2026, its #258 holding.
  • Concurrent Investment Advisors first reported a position in KeyCorp in Q4 2025 and has held it in 3 quarters since.
  • 376 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.