Position in KEY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$262,723
-$22,307 QoQ
Shares Held
11,398
-19.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#119
of 230 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, 2026NWAM LLC holds $10,903,908 across 6 Banks - Regional names. KEY ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
121,100 | $7,314,440 | |
| 2 | HFWA |
Heritage Financial Corp /Wa/
|
49,474 | $1,465,419 | |
| 3 | AMAL |
Amalgamated Financial Corp.
|
27,204 | $1,248,663 | |
| 4 | TFC |
Truist Financial Corp
|
7,523 | $374,795 | |
| 5 | KEY |
Keycorp /New/
This page
|
11,398 | $262,723 | |
| 6 | SFBS |
ServisFirst Bancshares, Inc.
|
2,742 | $237,868 |
All Filings in KEY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,723 | 11,398 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $285,030 | 14,216 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $301,096 | 14,588 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $272,780 | 14,595 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $298,108 | 17,113 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $209,117 | 13,078 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $305,554 | 17,827 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $313,543 | 18,719 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $225,910 | 15,898 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $256,706 | 16,237 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $235,944 | 16,385 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $169,728 | 15,774 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $184,670 | 19,986 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $293,493 | 23,442 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $474,224 | 27,223 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $402,614 | 25,132 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $493,725 | 28,655 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $462,840 | 20,681 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $499,885 | 21,612 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $493,584 | 22,830 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $460,247 | 22,288 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $443,895 | 22,217 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $500,373 | 30,492 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $423,216 | 35,475 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $437,700 | 35,936 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $359,216 | 34,640 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||