Position in KEY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,225,177
+$316,417 QoQ
Shares Held
96,537
+1.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#282
of 933 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)
Derivatives in KEY
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$1,098
PutShares
10,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Private Advisor Group, LLC holds $51,942,864 across 34 Banks - Regional names. KEY ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
60,084 | $14,793,882 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,419 | $7,114,221 | |
| 3 | USB |
US Bancorp \De\
|
80,869 | $4,884,487 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
44,321 | $3,105,572 | |
| 5 | TFC |
Truist Financial Corp
|
45,041 | $2,243,942 | |
| 6 | KEY |
Keycorp /New/
This page
|
96,537 | $2,225,177 | |
| 7 | WSFS |
Wsfs Financial Corp
|
24,525 | $1,881,803 | |
| 8 | FITB |
Fifth Third Bancorp
|
30,418 | $1,714,662 |
All Filings in KEY
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,225,177 | 96,537 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,908,760 | 95,200 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,105,073 | 101,990 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,201,943 | 117,814 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,659,829 | 95,283 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,923,836 | 120,315 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,635,840 | 153,783 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,542,616 | 151,798 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,203,800 | 155,088 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,033,513 | 128,622 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,435,896 | 99,715 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $587,840 | 54,632 | Shares | Sole | 2023-11-03 | |
| 2023-09-30 | $1,098 | 10,200 | Put | Sole | 2023-11-03 | |
| 2023-06-30 | $297,297 | 32,175 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $474,533 | 37,902 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $630,011 | 36,166 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $579,651 | 36,183 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,110,594 | 64,457 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,719,147 | 121,499 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,741,830 | 118,540 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,624,690 | 213,908 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,464,453 | 119,344 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,370,527 | 118,645 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,841,103 | 112,194 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $431,448 | 36,165 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $497,345 | 40,833 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $420,088 | 40,510 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||