Position in KEY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$22,124,381
+$3,070,546 QoQ
Shares Held
959,843
+1.0% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#5
of 287 holders
Holding Since
Sep 2020
13 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, 2026Gradient Investments LLC holds $83,921,616 across 17 Banks - Regional names. KEY ranks #1 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
This page
|
959,843 | $22,124,381 | |
| 2 | USB |
US Bancorp De
|
279,287 | $16,868,934 | |
| 3 | NWG |
NatWest Group plc
|
349,922 | $6,169,124 | |
| 4 | LYG |
Lloyds Banking Group plc
|
1,038,552 | $6,054,758 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
598,687 | $5,735,421 | |
| 6 | KB |
KB Financial Group Inc.
|
52,942 | $5,556,792 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
160,989 | $5,434,988 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
46,256 | $4,666,305 |
All Filings in KEY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,124,381 | 959,843 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $19,053,835 | 950,316 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $18,525,700 | 897,563 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,868,327 | 99,964 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,972,693 | 113,243 | Shares | Sole | 2025-07-08 | |
| 2024-06-30 | $89,309 | 6,285 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,011 | 64 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,628 | 252 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,527 | 142 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,060 | 223 | Shares | Sole | 2023-07-11 | |
| 2022-09-30 | $15,715 | 981 | Shares | Sole | 2022-10-14 | |
| 2020-12-31 | $1,427 | 87 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $1,037 | 87 | Shares | Sole | 2020-10-06 | |
| No filing history on record for this holder in this stock. | ||||||