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
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 $57.2B AUM 35.3% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Consilium Wealth Advisory's KEY Position: Q1 2026 in Review

Consilium Wealth Advisory opened a new position in KeyCorp (KEY) in Q1 2026: 25,327 shares worth $508K. The stake represents 0.17% of the portfolio and ranks #72 among its holdings.

889 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

  • Consilium Wealth Advisory held 25,327 shares of KeyCorp worth $508K as of Q1 2026.
  • KeyCorp was a new Consilium Wealth Advisory position in Q1 2026.
  • KeyCorp made up 0.17% of Consilium Wealth Advisory's portfolio in Q1 2026, its #72 holding.
  • 889 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.