Position in KEY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,425,070
-$128,252 QoQ
Shares Held
71,076
-5.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KEY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Advisory Services Network, LLC holds $34,868,694 across 153 Banks - Regional names. KEY ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
161,391 | $7,419,137 | |
| 2 | USB |
US Bancorp De
|
56,219 | $2,923,943 | |
| 3 | NU |
Nu Holdings Ltd.
|
156,861 | $2,254,091 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
10,188 | $2,120,014 | |
| 5 | FITB |
Fifth Third Bancorp
|
43,950 | $2,041,913 | |
| 6 | KEY |
Keycorp /New/
This page
|
71,076 | $1,425,070 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
22,984 | $1,324,337 | |
| 8 | MTB |
M&T Bank Corp
|
6,390 | $1,320,936 |
All Filings in KEY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,425,070 | 71,076 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,553,322 | 75,258 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,476,376 | 78,993 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,403,736 | 80,582 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,208,457 | 75,576 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,568,478 | 91,510 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,469,460 | 87,729 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,246,628 | 87,729 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,317,477 | 83,332 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,215,329 | 84,398 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $931,631 | 86,583 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,347,504 | 145,834 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,168,928 | 93,365 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $706,622 | 40,564 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $708,610 | 44,233 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $689,094 | 39,994 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $781,664 | 34,927 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $814,405 | 35,210 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $772,114 | 35,713 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,355,896 | 65,661 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,293,082 | 64,719 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $543,906 | 33,145 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $414,111 | 34,712 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $367,346 | 30,160 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $353,448 | 34,084 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||