Position in KEY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$631,016
+$74,709 QoQ
Shares Held
27,376
-1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#98
of 287 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $4,994,510 across 45 Banks - Regional names. KEY ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,658 | $643,743 | |
| 2 | KEY |
Keycorp /New/
This page
|
27,376 | $631,016 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,284 | $562,366 | |
| 4 | NU |
Nu Holdings Ltd.
|
33,726 | $450,579 | |
| 5 | TFC |
Truist Financial Corp
|
8,118 | $404,438 | |
| 6 | EWBC |
East West Bancorp Inc
|
2,835 | $365,970 | |
| 7 | HDB |
Hdfc Bank Ltd
|
9,146 | $236,241 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
6,533 | $220,554 |
All Filings in KEY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,016 | 27,376 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $556,307 | 27,746 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $574,865 | 27,852 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $520,553 | 27,852 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $490,843 | 28,177 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $450,550 | 28,177 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $482,953 | 28,177 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $471,964 | 28,177 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $391,158 | 27,527 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $435,201 | 27,527 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $396,388 | 27,527 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $308,962 | 28,714 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $265,908 | 28,778 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $361,427 | 28,868 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $508,454 | 29,188 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $470,539 | 29,372 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $506,079 | 29,372 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $641,343 | 28,657 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $662,836 | 28,657 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $619,564 | 28,657 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $602,092 | 29,157 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $582,556 | 29,157 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $483,651 | 29,473 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $329,804 | 27,645 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $335,936 | 27,581 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $278,973 | 26,902 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||