Legacy Advisors »

Key shares owned by Legacy Advisors

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

Historical chart of Legacy Advisors investment in Key

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Key by Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $229k 14k 16.75
2017-09-30 $1.0k 95 10.53

More positions owned by Legacy Advisors

MasTec (MTZ)
Vertex Cl A (VERX)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Ishares Tr Rus Mid Cap Etf (IWR)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Legacy Advisors

Top funds holding Key

Vanguard Group
BlackRock
BlackRock
Bank of Nova Scotia
State Street Corporation
T. Rowe Price Associates
Charles Schwab Investment Management
Hanna Zanoni
Geode Capital Management
Diamond Hill Capital Management
Invesco
Morgan Stanley
Earnest Partners
Goldman Sachs Group
Bank of America Corporation

View all funds holding Key