Position in KEY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,742,645
+$484,256 QoQ
Shares Held
118,987
+5.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#267
of 937 holders
Holding Since
Dec 2022
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, 2026Merit Financial Group, LLC holds $115,541,771 across 71 Banks - Regional names. KEY ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
|
174,046 | $25,819,722 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
74,463 | $18,334,277 | |
| 3 | NIC |
Nicolet Bankshares Inc
|
46,857 | $7,749,678 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
70,592 | $4,946,376 | |
| 5 | TFC |
Truist Financial Corp
|
98,933 | $4,928,837 | |
| 6 | USB |
US Bancorp De
|
76,242 | $4,605,014 | |
| 7 | KEY |
Keycorp /New/
This page
|
118,987 | $2,742,645 | |
| 8 | AX |
Axos Financial, Inc.
|
24,147 | $2,351,674 |
All Filings in KEY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,742,645 | 118,987 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $2,258,389 | 112,638 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,866,721 | 90,442 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,389,674 | 74,354 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,210,289 | 69,477 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $983,832 | 61,528 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,001,095 | 58,407 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $385,618 | 23,022 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $769,343 | 54,141 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $380,894 | 24,092 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $145,411 | 10,098 | Shares | Sole | 2024-02-06 | |
| 2023-03-31 | $177,508 | 14,178 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $239,995 | 13,777 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||