Waverly Advisors’s KeyCorp KEY Stock Holding History

Waverly 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	$329K	Sell	14,256 -643	-4%	-$14K	﹤0.01%	1365
2026 Q1	$299K	Buy	14,899 +1,215	+9%	+$25.5K	﹤0.01%	1301
2025 Q4	$282K	Buy	+13,684	New	+$255K	﹤0.01%	1239
2015 Q4	–	Sell	-2,947	Closed	-$38K	–	271
2015 Q3	$38K	Buy	2,947 +1,947	+195%	+$27.6K	0.03%	172
2015 Q2	$15K	Buy	+1,000	New	+$14.7K	0.01%	240
2014 Q4	–	Sell	-504	Closed	-$7K	–	552
2014 Q3	$7K	Hold	504	–	–	﹤0.01%	562
2014 Q2	$7K	Hold	504	–	–	﹤0.01%	523
2014 Q1	$7K	Sell	504 -1,000	-66%	-$13.4K	﹤0.01%	489
2013 Q4	$20K	Buy	1,504 +504	+50%	+$6.38K	0.01%	455
2013 Q3	$11K	Buy	+1,000	New	+$11.9K	0.01%	430

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 $3.38T AUM 44.17% 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

Waverly Advisors's KEY Position: Q2 2026 in Review

Waverly Advisors reduced its KeyCorp (KEY) stake by 4.3% in Q2 2026, selling an estimated $14K and leaving 14,256 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Waverly Advisors first reported a position in KEY in Q3 2013 and has held it in 10 quarters since. 941 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

Waverly Advisors held 14,256 shares of KeyCorp worth $329K as of Q2 2026.
Waverly Advisors sold 643 KeyCorp shares in Q2 2026, an estimated $14K.
KeyCorp made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1365 holding.
Waverly Advisors first reported a position in KeyCorp in Q3 2013 and has held it in 10 quarters since.
941 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

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