WA
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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
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
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

Waverly Advisors's KEY Position: Q1 2026 in Review

Waverly Advisors increased its KeyCorp (KEY) stake by 8.9% in Q1 2026, buying an estimated $25.5K and bringing the position to 14,899 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Waverly Advisors first reported a position in KEY in Q3 2013 and has held it in 9 quarters since. 888 funds tracked by Wall St. Rank hold KEY as of Q1 2026.

  • Waverly Advisors held 14,899 shares of KeyCorp worth $299K as of Q1 2026.
  • Waverly Advisors bought 1,215 KeyCorp shares in Q1 2026, an estimated $25.5K.
  • KeyCorp made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1301 holding.
  • Waverly Advisors first reported a position in KeyCorp in Q3 2013 and has held it in 9 quarters since.
  • 888 funds tracked by Wall St. Rank held KeyCorp as of Q1 2026.

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