Position in KEY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$518,671
+$76,469 QoQ
Shares Held
22,502
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#492
of 933 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KEY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $4,407,479 across 9 Banks - Regional names. KEY ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
19,296 | $1,165,478 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,845 | $700,495 | |
| 3 | SFNC |
Simmons First National Corp
|
26,496 | $600,134 | |
| 4 | KEY |
Keycorp /New/
This page
|
22,502 | $518,671 | |
| 5 | RF |
Regions Financial Corp
|
16,932 | $511,346 | |
| 6 | MTB |
M&T Bank Corp
|
1,725 | $410,567 | |
| 7 | TFC |
Truist Financial Corp
|
4,330 | $215,720 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
103 | $214,321 |
All Filings in KEY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,671 | 22,502 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $442,202 | 22,055 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $467,826 | 22,666 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $435,308 | 23,291 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $324,830 | 18,647 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $523,044 | 30,516 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $436,907 | 26,084 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $597,161 | 42,024 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $774,800 | 49,007 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $621,835 | 43,183 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $527,315 | 49,007 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $518,437 | 56,108 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $817,117 | 65,265 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,492,301 | 85,666 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,286,885 | 80,330 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,070,740 | 62,144 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,270,892 | 56,787 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,857,061 | 80,288 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,573,244 | 72,768 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,228,138 | 59,474 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $782,915 | 39,185 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $627,681 | 38,250 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,593,262 | 133,551 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,565,361 | 128,519 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,351,127 | 130,292 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||