SVB WEALTH LLC

Position in KEY — Keycorp /New/

CIK 1626116 BOSTON, MA

Position in KEY

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,162,409

+$1,968,975 QoQ

Shares Held

93,814

+666.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#288

of 933 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

SVB WEALTH LLC holds $3,989,735 across 6 Banks - Regional names. KEY ranks #1 (54.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KEY	Keycorp /New/ This page	93,814	$2,162,409
2	PNC	Pnc Financial Services Group, Inc.	2,797	$688,675
3	FITB	Fifth Third Bancorp	8,437	$475,591
4	CFG	Citizens Financial Group Inc/Ri	5,066	$354,972
5	USB	US Bancorp De	3,753	$226,680
6	LYG	Lloyds Banking Group plc	13,964	$81,408

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,162,409	93,814	+666.8%	Shares	Sole	2026-07-17
2024-03-31	$193,434	12,235	+2.3%	Shares	Sole	2024-05-15
2023-12-31	$172,238	11,961	+18.2%	Shares	Sole	2024-01-30
2023-09-30	$108,901	10,121	-91.0%	Shares	Sole	2023-10-23
2022-12-31	$1,951,823	112,045	+1.6%	Shares	Sole	2023-02-10
2022-09-30	$1,767,518	110,332	+2.9%	Shares	Sole	2022-11-09
2022-06-30	$1,847,451	107,223	-6.8%	Shares	Sole	2022-08-16
2022-03-31	$2,574,393	115,031	+0.9%	Shares	Sole	2022-05-13
2021-12-31	$2,636,773	113,998	+322.3%	Shares	Sole	2022-02-15
2021-09-30	$583,566	26,992	-76.0%	Shares	Sole	2021-11-09
2021-06-30	$2,325,024	112,592	+1.0%	Shares	Sole	2021-08-13
2021-03-31	$2,227,070	111,465	+3.4%	Shares	Sole	2021-05-11
2020-12-31	$1,768,718	107,783	+5.4%	Shares	Sole	2021-02-10
2020-09-30	$1,220,008	102,264	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.