CWA
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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
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

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Consilium Wealth Advisory's KEY Position: Q2 2026 in Review

Consilium Wealth Advisory increased its KeyCorp (KEY) stake by 68% in Q2 2026, buying an estimated $375K and bringing the position to 42,555 shares worth $981K. The position accounts for 0.29% of the portfolio, ranked #53.

Consilium Wealth Advisory first reported a position in KEY in Q1 2026 and has held it in 2 quarters since. 939 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

  • Consilium Wealth Advisory held 42,555 shares of KeyCorp worth $981K as of Q2 2026.
  • Consilium Wealth Advisory bought 17,228 KeyCorp shares in Q2 2026, an estimated $375K.
  • KeyCorp made up 0.29% of Consilium Wealth Advisory's portfolio in Q2 2026, its #53 holding.
  • Consilium Wealth Advisory first reported a position in KeyCorp in Q1 2026 and has held it in 2 quarters since.
  • 939 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.