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Annex Advisory Services, LLC

SEC CIK
0001542287
Latest filing
Jul 10, 2026

KEY holding history

Keycorp in every 13F filed by Annex Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KEY overviewAll 13F holders of KEYFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of KEY by Annex Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−368,306−100.0%Sold outHolders
Q1 2023368,306$4.61M0.2%+2,480+0.7%AddedHolders
Q4 2022365,826$6.37M0.4%+218,981+149.1%AddedHolders
Q3 2022146,845$2.35M0.2%+4,621+3.2%AddedHolders
Q2 2022142,224$2.45M0.2%+7,992+6.0%AddedHolders
Q1 2022134,232$3.00M0.2%+6,720+5.3%AddedHolders
Q4 2021127,512$2.95M0.2%+9,134+7.7%AddedHolders
Q3 2021118,378$2.56M0.2%+13,776+13.2%AddedHolders
Q2 2021104,602$2.16M0.2%+14,176+15.7%AddedHolders
Q1 202190,426$1.81M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.