Valmark Advisers’s KeyCorp KEY Stock Holding History

Valmark Advisers’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 Q2	$783K	Sell	33,954 -57,523	-63%	-$1.25M	0.01%	406
2026 Q1	$1.83M	Hold	91,477	–	–	0.02%	257
2025 Q4	$1.89M	Sell	91,477 -16,600	-15%	-$309K	0.02%	251
2025 Q3	$2.02M	Sell	108,077 -4,000	-4%	-$74K	0.03%	228
2025 Q2	$1.95M	Hold	112,077	–	–	0.03%	228
2025 Q1	$1.79M	Hold	112,077	–	–	0.03%	226
2024 Q4	$1.92M	Buy	112,077 +2,077	+2%	+$37.3K	0.03%	209
2024 Q3	$1.84M	Sell	110,000 -546	-0.5%	-$8.66K	0.03%	209
2024 Q2	$1.57M	Sell	110,546 -9,454	-8%	-$137K	0.03%	209
2024 Q1	$1.9M	Sell	120,000 -10,000	-8%	-$144K	0.03%	176
2023 Q4	$1.87M	Hold	130,000	–	–	0.04%	173
2023 Q3	$1.4M	Hold	130,000	–	–	0.03%	183
2023 Q2	$1.2M	Sell	130,000 -229	-0.2%	-$2.39K	0.02%	201
2023 Q1	$1.63M	Sell	130,229 -1,817	-1%	-$30.7K	0.04%	167
2022 Q4	$2.3M	Hold	132,046	–	–	0.05%	129
2022 Q3	$2.12M	Hold	132,046	–	–	0.04%	117
2022 Q2	$2.27M	Sell	132,046 -1,509	-1%	-$29.2K	0.04%	114
2022 Q1	$2.99M	Hold	133,555	–	–	0.05%	96
2021 Q4	$3.09M	Sell	133,555 -19,882	-13%	-$461K	0.05%	91
2021 Q3	$3.32M	Hold	153,437	–	–	0.06%	86
2021 Q2	$3.17M	Sell	153,437 -113	-0.1%	-$2.45K	0.06%	88
2021 Q1	$3.07M	Buy	153,550 +2,142	+1%	+$41.3K	0.06%	84
2020 Q4	$2.48M	Buy	+151,408	New	+$2.21M	0.05%	88

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Valmark Advisers's KEY Position: Q2 2026 in Review

Valmark Advisers reduced its KeyCorp (KEY) stake by 63% in Q2 2026, selling an estimated $1.25M and leaving 33,954 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #406.

Valmark Advisers first reported a position in KEY in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.32M in Q3 2021. 937 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

Valmark Advisers held 33,954 shares of KeyCorp worth $783K as of Q2 2026.
Valmark Advisers sold 57,523 KeyCorp shares in Q2 2026, an estimated $1.25M.
KeyCorp made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #406 holding.
Valmark Advisers first reported a position in KeyCorp in Q4 2020 and has held it in 23 quarters since.
Valmark Advisers's KeyCorp position peaked at $3.32M in Q3 2021.
937 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.