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Key shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Key (KEY) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Key

Tip: Access up to 7 years of quarterly data

All positions including Key held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Key by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $10M 436k 23.05
2026-03-31 $4.5M 224k 20.05
2025-12-31 $3.8M 185k 20.64

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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NVIDIA Corporation (NVDA)
Microsoft Corporation Call Option (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon Call Option (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom Call Option (AVGO)
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Micron Technology (MU)
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Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Concurrent Investment Advisors

Top funds holding Key

Bank of Nova Scotia
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
FMR
State Street Corporation
Geode Capital Management
Invesco
T. Rowe Price Associates
Deutsche Bank Aktiengesellschaft
Goldman Sachs Group
Morgan Stanley
Victory Capital Management
Capital World Investors
Norges Bank Investment Management

View all funds holding Key