Consilium Wealth Advisory
KEY icon

Consilium Wealth Advisory’s KeyCorp KEY Stock Holding History

Consilium Wealth 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
Q3 		$854K Hold
42,555
– – 0.25% 62
2026
Q2 		$981K Buy
42,555
+17,228
+68% +$375K 0.29% 53
2026
Q1 		$508K Buy
+25,327
New +$531K 0.17% 72

Other funds holding KEY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Consilium Wealth Advisory's KEY Position: Q3 2026 in Review

Consilium Wealth Advisory held its KeyCorp (KEY) position steady in Q3 2026 at 42,555 shares worth $854K. The position accounts for 0.25% of the portfolio, ranked #62.

Consilium Wealth Advisory first reported a position in KEY in Q1 2026 and has held it in 3 quarters since. The position peaked at $981K in Q2 2026. 480 funds tracked by Wall St. Rank hold KEY as of Q3 2026.

  • Consilium Wealth Advisory held 42,555 shares of KeyCorp worth $854K as of Q3 2026.
  • Consilium Wealth Advisory left its KeyCorp share count unchanged in Q3 2026.
  • KeyCorp made up 0.25% of Consilium Wealth Advisory's portfolio in Q3 2026, its #62 holding.
  • Consilium Wealth Advisory first reported a position in KeyCorp in Q1 2026 and has held it in 3 quarters since.
  • Consilium Wealth Advisory's KeyCorp position peaked at $981K in Q2 2026.
  • 480 funds tracked by Wall St. Rank held KeyCorp as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.