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Waterford Advisors’s KeyCorp KEY Stock Holding History

Waterford 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 		$1.35M Sell
69,833
-14,119
-17% -$296K 0.43% 24
2025
Q4 		$1.73M Buy
+83,952
New +$1.56M 0.68% 17

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

Waterford Advisors's KEY Position: Q1 2026 in Review

Waterford Advisors reduced its KeyCorp (KEY) stake by 17% in Q1 2026, selling an estimated $296K and leaving 69,833 shares worth $1.35M. The position accounts for 0.43% of the portfolio, ranked #24.

Waterford Advisors first reported a position in KEY in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.73M in Q4 2025. 889 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

  • Waterford Advisors held 69,833 shares of KeyCorp worth $1.35M as of Q1 2026.
  • Waterford Advisors sold 14,119 KeyCorp shares in Q1 2026, an estimated $296K.
  • KeyCorp made up 0.43% of Waterford Advisors's portfolio in Q1 2026, its #24 holding.
  • Waterford Advisors first reported a position in KeyCorp in Q4 2025 and has held it in 2 quarters since.
  • Waterford Advisors's KeyCorp position peaked at $1.73M in Q4 2025.
  • 889 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

Based on Waterford Advisors's 13F filing for Q1 2026, filed 15 May 2026.