KeyCorp
MX ˙ BMV ˙ US4932671088
SecurityMX:KEY1 / KeyCorp
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership27,746 shares
Latest Disclosed Value $ 556,308
Institute for Wealth Management, LLC. reports 0.38% decrease in ownership of KEY1 / KeyCorp

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 27,746 shares of KeyCorp (MX:KEY1) valued at $556,308 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 27,852 shares of KeyCorp. This represents a change in shares of -0.38% 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)
2026-05-14 2026-03-31 13F KEYCORP COM 493267108 27,746 -106 -0.38 556 -3.14 0.0593
2026-01-27 2025-12-31 13F KEYCORP COM 493267108 27,852 0 0.00 575 10.38 0.0609
2025-10-17 2025-09-30 13F KEYCORP COM 493267108 27,852 -325 -1.15 521 6.12 0.0542
2025-07-18 2025-06-30 13F KEYCORP COM 493267108 28,177 0 0.00 491 8.89 0.0547
2025-04-21 2025-03-31 13F KEYCORP COM 493267108 28,177 0 0.00 451 -6.64 0.0578
2025-01-23 2024-12-31 13F KEYCORP COM 493267108 28,177 0 0.00 483 2.34 0.0605
2024-11-12 2024-09-30 13F KEYCORP COM 493267108 28,177 650 2.36 472 20.46 0.0596
2024-07-25 2024-06-30 13F KEYCORP COM 493267108 27,527 0 0.00 391 -10.11 0.0524
2024-04-30 2024-03-31 13F KEYCORP COM 493267108 27,527 0 0.00 435 9.85 0.0561
2024-01-31 2023-12-31 13F KEYCORP COM 493267108 27,527 -1,187 -4.13 396 28.57 0.0643
2023-10-13 2023-09-30 13F KEYCORP COM 493267108 28,714 -64 -0.22 309 16.23 0.0557
2023-07-25 2023-06-30 13F KEYCORP COM 493267108 28,778 -90 -0.31 266 -26.59 0.0449
2023-04-20 2023-03-31 13F KEYCORP COM 493267108 28,868 -320 -1.10 361 -28.94 0.0690
2023-02-02 2022-12-31 13F KEYCORP COM 493267108 29,188 -184 -0.63 508 7.86 0.1069
2022-10-18 2022-09-30 13F KEYCORP COM 493267108 29,372 0 0.00 471 -6.92 0.1057
2022-07-25 2022-06-30 13F KEYCORP COM 493267108 29,372 715 2.50 506 -21.06 0.0994
2022-04-29 2022-03-31 13F KEYCORP COM 493267108 28,657 0 0.00 641 -3.32 0.1037
2022-01-21 2021-12-31 13F KEYCORP COM 493267108 28,657 0 0.00 663 6.94 0.1080
2021-11-15 2021-09-30 13F KEYCORP COM 493267108 28,657 -500 -1.71 620 2.99 0.1088
2021-07-21 2021-06-30 13F KEYCORP COM 493267108 29,157 0 0.00 602 3.26 0.1057
2021-05-04 2021-03-31 13F KEYCORP COM 493267108 29,157 -316 -1.07 583 20.45 0.1108
2021-02-01 2020-12-31 13F KEYCORP COM 493267108 29,473 1,828 6.61 484 46.67 0.0962
2020-11-03 2020-09-30 13F KEYCORP COM 493267108 27,645 64 0.23 330 -1.79 0.0753
2020-07-30 2020-06-30 13F KEYCORP COM 493267108 27,581 679 2.52 336 20.43 0.0823
2020-04-29 2020-03-31 13F KEYCORP COM 493267108 26,902 670 2.55 279 -47.46 0.0860
2020-02-27 2019-12-31 13F/A-1 KEYCORP COM 493267108 26,232 0 0.00 531 13.46 0.1199
2020-01-27 2019-12-31 13F KEYCORP COM 493267108 531 -25,701 531 123,308.8573
2019-10-28 2019-09-30 13F KEYCORP COM 493267108 26,232 0 0.00 468 0.43 0.1180
2019-08-02 2019-06-30 13F KEYCORP COM 493267108 26,232 -536 -2.00 466 10.43 0.1031
2019-05-15 2019-03-31 13F KEYCORP COM 493267108 26,768 26,768 422 0.0917
2019-02-08 2018-12-31 13F KEYCORP COM 493267108 0 -27,082 -100.00 0 -100.00
2018-10-29 2018-09-30 13F KEYCORP COM 493267108 27,082 -75 -0.28 548 3.01 0.1850
2018-08-10 2018-06-30 13F KEYCORP COM 493267108 27,157 50 0.18 532 -1.30 0.1695
2018-05-15 2018-03-31 13F KEYCORP COM 493267108 27,107 -234 -0.86 539 -2.18 0.1589
2018-02-12 2017-12-31 13F KEYCORP COM 493267108 27,341 -2,266 -7.65 551 -1.78 0.1272
2017-11-14 2017-09-30 13F KEYCORP COM 493267108 29,607 280 0.95 561 2.00 0.1824
2017-08-14 2017-06-30 13F KEYCORP COM 493267108 29,327 29,327 550 0.1513
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.