Position in KEY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$955,745
+$252,452 QoQ
Shares Held
41,464
+18.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#396
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)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Avior Wealth Management, LLC holds $4,135,266 across 9 Banks - Regional names. KEY ranks #1 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
This page
|
41,464 | $955,745 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
12,026 | $832,078 | |
| 3 | USB |
US Bancorp \De\
|
9,364 | $565,585 | |
| 4 | TFC |
Truist Financial Corp
|
9,569 | $476,727 | |
| 5 | ASB |
Associated Banc-Corp
|
14,873 | $457,642 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,326 | $326,487 | |
| 7 | 6,333 | $249,013 | |||
| 8 | LYG |
Lloyds Banking Group plc
|
26,128 | $152,326 |
All Filings in KEY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $955,745 | 41,464 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $703,293 | 35,077 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $664,030 | 32,172 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $547,317 | 29,284 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $529,777 | 30,412 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $503,333 | 31,478 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $444,868 | 25,955 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $363,676 | 21,712 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $353,843 | 24,901 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $460,829 | 29,148 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $28,886 | 2,006 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $37,703 | 3,504 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $46,153 | 4,995 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $61,773 | 4,934 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $34,840 | 2,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $32,040 | 2,000 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $34,460 | 2,000 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $44,760 | 2,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $46,260 | 2,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,340 | 62 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,280 | 62 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,238 | 62 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,971 | 242 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $739 | 62 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $755 | 62 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $1,316 | 127 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||