KeyCorp
MX ˙ BMV ˙ US4932671088
SecurityMX:KEY1 / KeyCorp
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership13,405 shares
Latest Disclosed Value $ 268,770
Pinnacle Wealth Planning Services, Inc. reports 1.25% increase in ownership of KEY1 / KeyCorp

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 13,405 shares of KeyCorp (MX:KEY1) valued at $268,770 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,240 shares of KeyCorp. This represents a change in shares of 1.25% 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)
2026-05-11 2026-03-31 13F KEYCORP COM 493267108 13,405 165 1.25 269 -1.83 0.0278
2026-02-13 2025-12-31 13F KEYCORP COM 493267108 13,240 4 0.03 273 10.53 0.0285
2025-11-13 2025-09-30 13F KEYCORP COM 493267108 13,236 13,236 247 0.0290
2023-05-03 2023-03-31 13F KEYCORP COM Stock 493267108 0 -16,514 -100.00 0 -100.00
2023-02-13 2022-12-31 13F KEYCORP COM Stock 493267108 16,514 -2,832 -14.64 288 -7.42 0.0511
2022-11-09 2022-09-30 13F KEYCORP COM Stock 493267108 19,346 922 5.00 310 -2.21 0.0573
2022-08-03 2022-06-30 13F KEYCORP COM Stock 493267108 18,424 7,006 61.36 317 23.83 0.0570
2022-04-20 2022-03-31 13F KEYCORP COM Stock 493267108 11,418 -25 -0.22 256 -3.40 0.0466
2022-01-21 2021-12-31 13F KEYCORP COM Stock 493267108 11,443 -5,100 -30.83 265 -25.98 0.0518
2021-10-29 2021-09-30 13F KEYCORP COM Stock 493267108 16,543 -343 -2.03 358 2.58 0.0791
2021-08-02 2021-06-30 13F KEYCORP COM Stock 493267108 16,886 -110 -0.65 349 2.95 0.0812
2021-04-29 2021-03-31 13F KEYCORP COM Stock 493267108 16,996 2,270 15.41 339 40.08 0.0869
2021-02-12 2020-12-31 13F KEYCORP COM Stock 493267108 14,726 325 2.26 242 40.70 0.0578
2020-11-03 2020-09-30 13F KEYCORP COM Stock 493267108 14,401 370 2.64 172 1.18 0.0568
2020-07-27 2020-06-30 13F KEYCORP COM Stock 493267108 14,031 3,521 33.50 170 57.41 0.0552
2020-05-11 2020-03-31 13F KEYCORP COM Stock 493267108 10,510 -1,657 -13.62 108 -56.10 0.0513
2020-02-07 2019-12-31 13F KEYCORP NEW COM Stock 493267108 12,167 1,409 13.10 246 28.80 0.1157
2019-10-31 2019-09-30 13F KEYCORP NEW COM Stock 493267108 10,758 10,758 191 0.1040
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.