KeyCorp
US ˙ NYSE ˙ US4932671088

SecurityKEY / KeyCorp
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership112,638 shares
Latest Disclosed Value $ 2,258,383
Merit Financial Group, LLC reports 24.54% increase in ownership of KEY / KeyCorp

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 112,638 shares of KeyCorp (US:KEY) valued at $2,258,392 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 90,442 shares of KeyCorp. This represents a change in shares of 24.54% during the quarter. The current value of the position is $2,439,176 USD.

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)
2026-04-15 2026-03-31 13F KEYCORP COM 493267108 112,638 22,196 24.54 2,258 21.01 0.0130
2026-01-26 2025-12-31 13F KEYCORP COM 493267108 90,442 16,088 21.64 1,867 34.34 0.0150
2025-11-07 2025-09-30 13F/A-1 KEYCORP COM 493267108 74,354 4,877 7.02 1,390 14.79 0.0128
2025-10-20 2025-09-30 13F KEYCORP COM 493267108 74,354 4,877 1,390 0.0128
2025-07-22 2025-06-30 13F KEYCORP COM 493267108 69,477 7,949 12.92 1,210 23.09 0.0135
2025-04-09 2025-03-31 13F KEYCORP COM 493267108 61,528 3,121 5.34 984 -1.80 0.0147
2025-01-15 2024-12-31 13F KEYCORP COM 493267108 58,407 35,385 153.70 1,001 160.00 0.0180
2024-10-17 2024-09-30 13F KEYCORP COM 493267108 23,022 -31,119 -57.48 386 -49.93 0.0086
2024-08-13 2024-06-30 13F KEYCORP COM 493267108 54,141 30,049 124.73 769 114.21 0.0170
2024-05-06 2024-03-31 13F KEYCORP COM 493267108 24,092 13,994 138.58 360 147.59 0.0086
2024-02-06 2023-12-31 13F KEYCORP COM 493267108 10,098 10,098 145 0.0044
2023-08-01 2023-06-30 13F KEYCORP COM 493267108 0 -14,178 -100.00 0 -100.00
2023-04-24 2023-03-31 13F KEYCORP COM 493267108 14,178 401 2.91 178 -25.94 0.0065
2023-01-13 2022-12-31 13F KEYCORP COM 493267108 13,777 13,777 240 0.0087
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.