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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
Q2 		$1.61M Hold
69,833
– – 0.44% 22
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 $66.2B AUM 46.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Waterford Advisors's KEY Position: Q2 2026 in Review

Waterford Advisors held its KeyCorp (KEY) position steady in Q2 2026 at 69,833 shares worth $1.61M. The position accounts for 0.44% of the portfolio, ranked #22.

Waterford Advisors first reported a position in KEY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.73M in Q4 2025. 939 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

  • Waterford Advisors held 69,833 shares of KeyCorp worth $1.61M as of Q2 2026.
  • Waterford Advisors left its KeyCorp share count unchanged in Q2 2026.
  • KeyCorp made up 0.44% of Waterford Advisors's portfolio in Q2 2026, its #22 holding.
  • Waterford Advisors first reported a position in KeyCorp in Q4 2025 and has held it in 3 quarters since.
  • Waterford Advisors's KeyCorp position peaked at $1.73M in Q4 2025.
  • 939 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.