KeyCorp
MX ˙ BMV ˙ US4932671088
SecurityMX:KEY1 / KeyCorp
InstitutionShakespeare Wealth Management, Inc.
Latest Disclosed Ownership18,121 shares
Latest Disclosed Value $ 363,326
Shakespeare Wealth Management, Inc. ownership in KEY1 / KeyCorp

On April 30, 2026 - Shakespeare Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 18,121 shares of KeyCorp (MX:KEY1) valued at $363,326 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 18,121 shares of KeyCorp. This represents a change in shares of 0.00% 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)
2026-04-30 2026-03-31 13F Keycorp Inc COM 493267108 18,121 0 0.00 363 -2.94 0.0860
2026-02-06 2025-12-31 13F Keycorp Inc COM 493267108 18,121 0 0.00 374 10.65 0.0827
2025-11-04 2025-09-30 13F Keycorp Inc COM 493267108 18,121 0 0.00 339 7.30 0.0771
2025-08-12 2025-06-30 13F Keycorp Inc COM 493267108 18,121 -42 -0.23 316 8.62 0.0842
2025-05-15 2025-03-31 13F Keycorp Inc COM 493267108 18,163 0 0.00 290 -6.75 0.0778
2025-02-13 2024-12-31 13F Keycorp Inc COM 493267108 18,163 0 0.00 311 2.30 0.0839
2024-11-14 2024-09-30 13F Keycorp Inc COM 493267108 18,163 42 0.23 304 18.29 0.0795
2024-08-13 2024-06-30 13F Keycorp Inc COM 493267108 18,121 0 0.00 257 -10.14 0.0744
2024-05-13 2024-03-31 13F Keycorp Inc COM 493267108 18,121 -1,270 -6.55 286 2.51 0.0831
2024-02-13 2023-12-31 13F Keycorp Inc COM 493267108 19,391 0 0.00 279 34.13 0.0864
2023-11-14 2023-09-30 13F Keycorp Inc COM 493267108 19,391 0 0.00 209 16.20 0.0731
2023-08-11 2023-06-30 13F Keycorp Inc COM 493267108 19,391 0 0.00 179 -26.03 0.0613
2023-05-15 2023-03-31 13F Keycorp Inc COM 493267108 19,391 0 0.00 243 -28.19 0.0862
2023-02-13 2022-12-31 13F Keycorp Inc COM 493267108 19,391 0 0.00 338 8.36 0.1240
2022-11-14 2022-09-30 13F Keycorp Inc COM 493267108 19,391 -13 -0.07 311 -8.26 0.1311
2022-08-09 2022-06-30 13F Keycorp Inc COM 493267108 19,404 0 0.00 339 -19.09 0.1377
2022-05-16 2022-03-31 13F Keycorp Inc COM 493267108 19,404 13 0.07 419 -6.68 0.1508
2022-01-10 2021-12-31 13F Keycorp Inc COM 493267108 19,391 0 0.00 449 3.70 0.1602
2021-11-15 2021-09-30 13F Keycorp Inc COM 493267108 19,391 0 0.00 433 9.90 0.1665
2021-08-09 2021-06-30 13F Keycorp Inc COM 493267108 19,391 0 0.00 394 1.81 0.1519
2021-05-13 2021-03-31 13F Keycorp Inc COM 493267108 19,391 0 0.00 387 21.70 0.1593
2021-02-16 2020-12-31 13F Keycorp Inc COM 493267108 19,391 0 0.00 318 37.66 0.1385
2020-11-12 2020-09-30 13F KeycorpIncNew COM 493267108 19,391 0 0.00 231 -2.12 0.1216
2020-08-11 2020-06-30 13F Keycorp Inc COM 493267108 19,391 0 0.00 236 17.41 0.1378
2020-04-01 2020-03-31 13F Keycorp Inc COM 493267108 19,391 0 0.00 201 -48.72 0.1390
2020-02-10 2019-12-31 13F Keycorp Inc COM 493267108 19,391 0 0.00 392 13.29 0.2122
2019-11-08 2019-09-30 13F Keycorp Inc COM 493267108 19,391 0 0.00 346 0.58 0.2001
2019-08-12 2019-06-30 13F Keycorp Inc COM 493267108 19,391 19,391 344 0.2219
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.