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Octavia Wealth Advisors’s KeyCorp KEY Stock Holding History

Octavia Wealth 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 		– Sell
-9,746
Closed -$201K – 244
2025
Q4 		$201K Buy
+9,746
New +$181K 0.02% 241
2025
Q2 		– Sell
-11,365
Closed -$182K – 237
2025
Q1 		$182K Sell
11,365
-1,512
-12% -$25.6K 0.02% 223
2024
Q4 		$221K Sell
12,877
-17,920
-58% -$322K 0.03% 208
2024
Q3 		$516K Sell
30,797
-6,329
-17% -$100K 0.06% 113
2024
Q2 		$528K Sell
37,126
-10,995
-23% -$160K 0.07% 106
2024
Q1 		$761K Sell
48,121
-1,734
-3% -$25K 0.11% 90
2023
Q4 		$718K Sell
49,855
-11,244
-18% -$134K 0.13% 89
2023
Q3 		$657K Buy
61,099
+2,846
+5% +$31.5K 0.13% 84
2023
Q2 		$538K Sell
58,253
-3,626
-6% -$37.8K 0.11% 93
2023
Q1 		$775K Buy
61,879
+1,802
+3% +$30.4K 0.17% 70
2022
Q4 		$1.05M Buy
60,077
+820
+1% +$14.4K 0.26% 59
2022
Q3 		$949K Buy
59,257
+3,157
+6% +$56.5K 0.26% 60
2022
Q2 		$966K Buy
56,100
+8,220
+17% +$159K 0.25% 62
2022
Q1 		$1.07M Buy
47,880
+10,752
+29% +$267K 0.24% 61
2021
Q4 		$859K Buy
37,128
+24,259
+189% +$563K 0.19% 71
2021
Q3 		$278K Buy
+12,869
New +$260K 0.07% 139

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Octavia Wealth Advisors's KEY Position: Q1 2026 in Review

Octavia Wealth Advisors sold out of KeyCorp (KEY) in Q1 2026, closing a stake of 9,746 shares — an estimated $201K sold.

Octavia Wealth Advisors first reported a position in KEY in Q3 2021 and held it in 16 quarters. The position peaked at $1.07M in Q1 2022. 892 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

  • Octavia Wealth Advisors reported no remaining KeyCorp position as of Q1 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 9,746 KeyCorp shares in Q1 2026, an estimated $201K.
  • Octavia Wealth Advisors first reported a position in KeyCorp in Q3 2021 and held it in 16 quarters.
  • Octavia Wealth Advisors's KeyCorp position peaked at $1.07M in Q1 2022.
  • 892 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Octavia Wealth Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.