KeyCorp
MX ˙ BMV ˙ US4932671088
SecurityMX:KEY1 / KeyCorp
InstitutionHB Wealth Management, LLC
Latest Disclosed Ownership47,033 shares
Latest Disclosed Value $ 943,015
HB Wealth Management, LLC reports 8.47% increase in ownership of KEY1 / KeyCorp

On April 27, 2026 - HB Wealth Management, LLC filed a 13F-HR form disclosing ownership of 47,033 shares of KeyCorp (MX:KEY1) valued at $943,015 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 43,360 shares of KeyCorp. This represents a change in shares of 8.47% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F KEYCORP COM 493267108 47,033 3,673 8.47 943 5.48 0.0061
2026-01-28 2025-12-31 13F KEYCORP COM 493267108 43,360 5,156 13.50 895 25.21 0.0058
2025-10-23 2025-09-30 13F KEYCORP COM 493267108 38,204 4,637 13.81 714 22.26 0.0048
2025-07-17 2025-06-30 13F KEYCORP COM 493267108 33,567 -7,013 -17.28 585 -9.88 0.0046
2025-05-07 2025-03-31 13F KEYCORP COM 493267108 40,580 2,619 6.90 649 -0.31 0.0054
2025-01-15 2024-12-31 13F KEYCORP COM 493267108 37,961 1,659 4.57 651 6.91 0.0066
2024-10-15 2024-09-30 13F KEYCORP COM 493267108 36,302 5,583 18.17 608 39.45 0.0065
2024-07-26 2024-06-30 13F KEYCORP COM 493267108 30,719 -3,621 -10.54 437 -19.56 0.0051
2024-04-30 2024-03-31 13F KEYCORP COM 493267108 34,340 3,233 10.39 543 21.25 0.0068
2024-01-16 2023-12-31 13F KEYCORP COM 493267108 31,107 12,626 68.32 448 125.76 0.0064
2023-10-13 2023-09-30 13F KEYCORP COM 493267108 18,481 2,656 16.78 199 35.62 0.0032
2023-07-13 2023-06-30 13F KEYCORP COM 493267108 15,825 15,825 146 0.0023
2022-10-19 2022-09-30 13F KEYCORP COM 493267108 0 -16,497 -100.00 0 -100.00
2022-07-15 2022-06-30 13F KEYCORP COM 493267108 16,497 16,497 284 0.0058
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.