Valeo Financial Advisors’s KeyCorp KEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2,500
Closed -$51.6K 837
2025
Q4
$51.6K Buy
+2,500
New +$46.5K ﹤0.01% 808

Other funds holding KEY

Valeo Financial Advisors's KEY Position: Q2 2026 in Review

Valeo Financial Advisors increased its KeyCorp (KEY) stake by 5.5% in Q2 2026, buying an estimated $14K and bringing the position to 12,344 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #634.

Valeo Financial Advisors first reported a position in KEY in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.18M in Q3 2024. 433 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

  • Valeo Financial Advisors held 12,344 shares of KeyCorp worth $285K as of Q2 2026.
  • Valeo Financial Advisors bought 643 KeyCorp shares in Q2 2026, an estimated $14K.
  • KeyCorp made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #634 holding.
  • Valeo Financial Advisors first reported a position in KeyCorp in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's KeyCorp position peaked at $1.18M in Q3 2024.
  • 433 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.