Position in KEY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$782,639
-$1,051,474 QoQ
Shares Held
33,954
-62.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#423
of 933 holders
Holding Since
Dec 2020
23 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, 2026Valmark Advisers, Inc. holds $7,509,229 across 9 Banks - Regional names. KEY ranks #6 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
6,634 | $1,578,958 | |
| 2 | FITB |
Fifth Third Bancorp
|
18,685 | $1,053,273 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,821 | $940,806 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
52,674 | $933,910 | |
| 5 | USB |
US Bancorp De
|
15,061 | $909,684 | |
| 6 | KEY |
Keycorp /New/
This page
|
33,954 | $782,639 | |
| 7 | SBFG |
Sb Financial Group, Inc.
|
23,083 | $583,307 | |
| 8 | TFC |
Truist Financial Corp
|
10,301 | $513,195 |
All Filings in KEY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,639 | 33,954 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,834,113 | 91,477 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,888,085 | 91,477 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,019,959 | 108,077 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,952,381 | 112,077 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,792,111 | 112,077 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,920,999 | 112,077 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,842,500 | 110,000 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,570,858 | 110,546 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,897,200 | 120,000 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,872,000 | 130,000 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,398,800 | 130,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,201,200 | 130,000 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,630,467 | 130,229 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,300,241 | 132,046 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,115,376 | 132,046 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,275,152 | 132,046 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,988,960 | 133,555 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,089,127 | 133,555 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,317,307 | 153,437 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,168,474 | 153,437 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,067,929 | 153,550 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,484,605 | 151,408 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||