VFA
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Valeo Financial Advisors’s KeyCorp KEY Stock Holding History

Valeo Financial 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
-2,500
Closed -$51.6K – 837
2025
Q4 		$51.6K Buy
+2,500
New +$46.5K ﹤0.01% 808

Other funds holding KEY

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Valeo Financial Advisors's KEY Position: Q3 2026 in Review

Valeo Financial Advisors reduced its KeyCorp (KEY) stake by 0.71% in Q3 2026, selling an estimated $1.96K and leaving 12,256 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #696.

Valeo Financial Advisors first reported a position in KEY in Q3 2017 and has held it in 37 quarters since. The position peaked at $1.18M in Q3 2024. 34 funds tracked by Wall St. Rank hold KEY as of Q3 2026.

  • Valeo Financial Advisors held 12,256 shares of KeyCorp worth $246K as of Q3 2026.
  • Valeo Financial Advisors sold 88 KeyCorp shares in Q3 2026, an estimated $1.96K.
  • KeyCorp made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #696 holding.
  • Valeo Financial Advisors first reported a position in KeyCorp in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's KeyCorp position peaked at $1.18M in Q3 2024.
  • 34 funds tracked by Wall St. Rank held KeyCorp as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.