Position in KEY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,870
+$1,645 QoQ
Shares Held
515
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#813
of 933 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KEY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $777,271 across 8 Banks - Regional names. KEY ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
8,700 | $609,609 | |
| 2 | MTB |
M&T Bank Corp
|
426 | $101,392 | |
| 3 | CARE |
Carter Bankshares, Inc.
|
600 | $20,406 | |
| 4 | KEY |
Keycorp /New/
This page
|
515 | $11,870 | |
| 5 | USB |
US Bancorp De
|
175 | $10,570 | |
| 6 | SHBI |
Shore Bancshares Inc
|
400 | $9,180 | |
| 7 | VLY |
Valley National Bancorp
|
500 | $7,325 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
100 | $6,919 |
All Filings in KEY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,870 | 515 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,225 | 510 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $31,063 | 1,505 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $28,035 | 1,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $26,130 | 1,500 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $23,985 | 1,500 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,140 | 1,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $16,750 | 1,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,210 | 1,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,810 | 1,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,400 | 1,000 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,760 | 1,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,240 | 1,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $12,520 | 1,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $17,420 | 1,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,020 | 1,000 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $17,230 | 1,000 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $22,380 | 1,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $23,130 | 1,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $21,620 | 1,000 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $20,650 | 1,000 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $19,980 | 1,000 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $16,410 | 1,000 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $16,702 | 1,400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $25,578 | 2,100 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $10,370 | 1,000 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||