SMA
KEY icon

Sage Mountain Advisors’s KeyCorp KEY Stock Holding History

Sage Mountain 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
-10,239
Closed -$211K – 439
2025
Q4 		$211K Buy
+10,239
New +$191K 0.01% 465
2025
Q2 		– Sell
-13,101
Closed -$209K – 530
2025
Q1 		$209K Buy
+13,101
New +$222K 0.02% 370
2024
Q4 		– Sell
-12,700
Closed -$213K – 498
2024
Q3 		$213K Buy
+12,700
New +$201K 0.02% 369

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

Sage Mountain Advisors's KEY Position: Q1 2026 in Review

Sage Mountain Advisors sold out of KeyCorp (KEY) in Q1 2026, closing a stake of 10,239 shares — an estimated $211K sold.

Sage Mountain Advisors first reported a position in KEY in Q3 2024 and held it in 3 quarters. The position peaked at $213K in Q3 2024. 889 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

  • Sage Mountain Advisors reported no remaining KeyCorp position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 10,239 KeyCorp shares in Q1 2026, an estimated $211K.
  • Sage Mountain Advisors first reported a position in KeyCorp in Q3 2024 and held it in 3 quarters.
  • Sage Mountain Advisors's KeyCorp position peaked at $213K in Q3 2024.
  • 889 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.