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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 $57.1B AUM 35.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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