Mount Yale Investment Advisors’s KeyCorp KEY Stock Holding History

Mount Yale 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 Q1	$224K	Buy	+11,164	New	+$234K	0.01%	1011
2025 Q3	–	Sell	-2,042	Closed	-$35.6K	–	1161
2025 Q2	$35.6K	Buy	+2,042	New	+$31.7K	﹤0.01%	908
2020 Q3	–	Sell	-10,403	Closed	-$127K	–	361
2020 Q2	$127K	Buy	+10,403	New	+$121K	0.02%	323
2018 Q4	–	Sell	-9,111	Closed	-$170K	–	543
2018 Q3	$170K	Buy	9,111 +1,849	+25%	+$38.4K	0.03%	315
2018 Q2	$142K	Buy	7,262 +1,410	+24%	+$28.1K	0.03%	363
2018 Q1	$114K	Buy	+5,852	New	+$123K	0.02%	416

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mount Yale Investment Advisors's KEY Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in KeyCorp (KEY) in Q1 2026: 11,164 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #1011 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in KEY as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in KEY in Q1 2018 and has held it in 6 quarters since. 890 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

Mount Yale Investment Advisors held 11,164 shares of KeyCorp worth $224K as of Q1 2026.
KeyCorp was a new Mount Yale Investment Advisors position in Q1 2026.
KeyCorp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1011 holding.
Mount Yale Investment Advisors first reported a position in KeyCorp in Q1 2018 and has held it in 6 quarters since.
890 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.