Summit Trail Advisors’s KeyCorp KEY Stock Holding History

Summit Trail 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	$2.17M	Buy	108,138 +31,633	+41%	+$663K	0.03%	469
2025 Q4	$1.58M	Sell	76,505 -6,004	-7%	-$112K	0.03%	554
2025 Q3	$1.54M	Buy	82,509 +61,198	+287%	+$1.13M	0.02%	584
2025 Q2	$371K	Buy	+21,311	New	+$330K	0.01%	838
2024 Q4	–	Sell	-25,689	Closed	-$430K	–	588
2024 Q3	$430K	Buy	25,689 +3,935	+18%	+$62.4K	0.01%	439
2024 Q2	$309K	Buy	21,754 +10,797	+99%	+$157K	0.01%	485
2024 Q1	$173K	Buy	+10,957	New	+$158K	﹤0.01%	570
2023 Q4	–	Sell	-13,516	Closed	-$145K	–	578
2023 Q3	$145K	Buy	13,516 +2,276	+20%	+$25.2K	0.01%	512
2023 Q2	$104K	Buy	+11,240	New	+$117K	﹤0.01%	526
2018 Q1	–	Sell	-3,154	Closed	-$68K	–	1092
2017 Q4	$68K	Buy	+3,154	New	+$59.5K	0.01%	737

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

Summit Trail Advisors's KEY Position: Q1 2026 in Review

Summit Trail Advisors increased its KeyCorp (KEY) stake by 41% in Q1 2026, buying an estimated $663K and bringing the position to 108,138 shares worth $2.17M. The position accounts for 0.03% of the portfolio, ranked #469.

Summit Trail Advisors first reported a position in KEY in Q4 2017 and has held it in 10 quarters since. 888 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

Summit Trail Advisors held 108,138 shares of KeyCorp worth $2.17M as of Q1 2026.
Summit Trail Advisors bought 31,633 KeyCorp shares in Q1 2026, an estimated $663K.
KeyCorp made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #469 holding.
Summit Trail Advisors first reported a position in KeyCorp in Q4 2017 and has held it in 10 quarters since.
888 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.