O'Rourke & Company’s KeyCorp KEY Stock Holding History

O'Rourke & Company’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	$400K	Buy	19,941 +18	+0.1%	+$377	0.16%	116
2025 Q4	$411K	Sell	19,923 -1,584	-7%	-$29.5K	0.16%	120
2025 Q3	$402K	Sell	21,507 -3,124	-13%	-$57.8K	0.17%	115
2025 Q2	$429K	Sell	24,631 -3,293	-12%	-$51.1K	0.2%	99
2025 Q1	$446K	Buy	27,924 +55	+0.2%	+$933	0.22%	96
2024 Q4	$478K	Sell	27,869 -2,697	-9%	-$48.4K	0.23%	89
2024 Q3	$512K	Buy	30,566 +59	+0.2%	+$936	0.26%	84
2024 Q2	$434K	Buy	30,507 +68	+0.2%	+$987	0.24%	87
2024 Q1	$481K	Buy	30,439 +506	+2%	+$7.31K	0.28%	75
2023 Q4	$431K	Buy	29,933 +4,801	+19%	+$57K	0.28%	77
2023 Q3	$270K	Buy	25,132 +4,221	+20%	+$46.7K	0.2%	104
2023 Q2	$193K	Buy	+20,911	New	+$218K	0.14%	131

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

O'Rourke & Company's KEY Position: Q1 2026 in Review

O'Rourke & Company increased its KeyCorp (KEY) stake by 0.09% in Q1 2026, buying an estimated $377 and bringing the position to 19,941 shares worth $400K. The position accounts for 0.16% of the portfolio, ranked #116.

O'Rourke & Company first reported a position in KEY in Q2 2023 and has held it in 12 quarters since. The position peaked at $512K in Q3 2024. 888 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

O'Rourke & Company held 19,941 shares of KeyCorp worth $400K as of Q1 2026.
O'Rourke & Company bought 18 KeyCorp shares in Q1 2026, an estimated $377.
KeyCorp made up 0.16% of O'Rourke & Company's portfolio in Q1 2026, its #116 holding.
O'Rourke & Company first reported a position in KeyCorp in Q2 2023 and has held it in 12 quarters since.
O'Rourke & Company's KeyCorp position peaked at $512K in Q3 2024.
888 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.