KEY KEYCORP

Ownership history in Centennial Wealth Advisory LLC  ·  19 quarters on record

AI Ownership Summary

Centennial Wealth Advisory LLC reported KEYCORP (KEY) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2023 Q4. The latest visible filing shows KEY at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KEY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Centennial Wealth Advisory LLC's position in KEYCORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KEY was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Centennial Wealth Advisory LLC held KEY — position size vs. price
% of Fund (quarterly)    KEY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 53,191 +8,205 +18.2% 0.26% $1.1M 2026-04-20 $22.19
2025 Q4 ADDED 44,986 +524 +1.2% 0.25% $929K 2026-01-14 $20.74
2025 Q3 ADDED 44,462 +1,708 +4.0% 0.23% $831K 2025-10-22 $17.11
2025 Q2 ADDED 42,754 +2,384 +5.9% 0.24% $745K 2025-07-17 $17.80
2025 Q1 ADDED 40,370 +95 +0.2% 0.23% $646K 2025-04-21 $13.19
2024 Q4 ADDED 40,275 +2,279 +6.0% 0.27% $690K 2025-01-27 $16.68
2024 Q3 ADDED 37,996 +1,359 +3.7% 0.25% $636K 2024-10-30 $16.35
2024 Q2 ADDED 36,637 +158 +0.4% 0.23% $521K 2024-07-22 $14.56
2024 Q1 REDUCED 36,479 -822 -2.2% 0.27% $577K 2024-04-22 $13.32
2023 Q4 REDUCED 37,301 -1,907 -4.9% 0.27% $537K 2024-01-17 $12.42
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Centennial Wealth Advisory LLC and KEY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Centennial Wealth Advisory LLC reported owning KEY?

Centennial Wealth Advisory LLC reported KEY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported KEY position in Centennial Wealth Advisory LLC's portfolio?

The largest reported portfolio weight for KEY was 0.27% in 2023 Q4.

What is the latest reported KEY position on this page?

The most recent filing on this page is 2026 Q1, when Centennial Wealth Advisory LLC reported 53,191 shares, equal to 0.26% of portfolio, with an estimated market value of $1.1M.

What does the chart on this KEY ownership page compare?

The chart compares Centennial Wealth Advisory LLC's quarterly KEY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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