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Key shares owned by Waterford Advisors

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

Historical chart of Waterford Advisors investment in Key

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Key by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 84k 20.64

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Raytheon Technologies Corp (RTX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Commerce Bancshares (CBSH)
Apple (AAPL)

View all positions for Waterford Advisors

Top funds holding Key

Bank of Nova Scotia
Vanguard Group
BlackRock
State Street Corporation
FMR
Wellington Management Company
Geode Capital Management
Capital World Investors
Invesco
Franklin Resources
Goldman Sachs Group
Hanna Zanoni
Norges Bank Investment Management
Diamond Hill Capital Management
Dimensional Fund Advisors

View all funds holding Key