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Summit Financial’s KeyCorp KEY Stock Holding History

Summit Financial’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 		$342K Buy
17,066
+847
+5% +$17.7K ﹤0.01% 1133
2025
Q4 		$335K Sell
16,219
-477
-3% -$8.88K ﹤0.01% 1035
2025
Q3 		$312K Buy
16,696
+658
+4% +$12.2K ﹤0.01% 1046
2025
Q2 		$279K Sell
16,038
-637
-4% -$9.88K 0.01% 699
2025
Q1 		$267K Buy
16,675
+1,360
+9% +$23.1K 0.01% 637
2024
Q4 		$262K Buy
15,315
+5,179
+51% +$92.9K 0.01% 565
2024
Q3 		$170K Buy
+10,136
New +$161K 0.01% 534

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

Summit Financial's KEY Position: Q1 2026 in Review

Summit Financial increased its KeyCorp (KEY) stake by 5.2% in Q1 2026, buying an estimated $17.7K and bringing the position to 17,066 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Summit Financial first reported a position in KEY in Q3 2024 and has held it in 7 quarters since. 888 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

  • Summit Financial held 17,066 shares of KeyCorp worth $342K as of Q1 2026.
  • Summit Financial bought 847 KeyCorp shares in Q1 2026, an estimated $17.7K.
  • KeyCorp made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1133 holding.
  • Summit Financial first reported a position in KeyCorp in Q3 2024 and has held it in 7 quarters since.
  • 888 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.