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Waterford Advisors, LLC

SEC CIK
0001960657
Latest filing
Aug 14, 2026

KEY holding history

Keycorp in every 13F filed by Waterford Advisors, 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 2026)
69,833
Value
$1.61M
% of portfolio
0.4%
Quarters held
3
Since Q4 2025
Holdings of KEY by Waterford Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202669,833$1.61M0.4%00.0%UnchangedHolders
Q1 202669,833$1.35M0.4%−14,119−16.8%ReducedHolders
Q4 202583,952$1.73M0.7%+83,952NewHolders