SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in KEY — Keycorp /New/
CIK 1079935
LOS ANGELES, CA
Position in KEY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$371,335
-$6,928 QoQ
Shares Held
16,110
-14.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#551
of 937 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $3,748,135 across 7 Banks - Regional names. KEY ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,010 | $987,341 | |
| 2 | TFSL |
TFS Financial CORP
|
49,558 | $878,167 | |
| 3 | TFC |
Truist Financial Corp
|
10,932 | $544,631 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
198 | $411,996 | |
| 5 | KEY |
Keycorp /New/
This page
|
16,110 | $371,335 | |
| 6 | CCNE |
Cnb Financial Corp/Pa
|
10,025 | $337,942 | |
| 7 | NWFL |
Norwood Financial Corp
|
6,741 | $216,723 |
All Filings in KEY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,335 | 16,110 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $378,263 | 18,866 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $490,571 | 23,768 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $445,719 | 23,848 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $411,739 | 23,636 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $373,334 | 23,348 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $399,413 | 23,303 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $388,801 | 23,212 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $325,337 | 22,895 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||