TRUE Private Wealth Advisors

Position in KEY — Keycorp /New/

CIK 1667074 Salem, OR

Position in KEY

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,386,941

+$188,373 QoQ

Shares Held

60,171

+0.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#340

of 933 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TRUE Private Wealth Advisors holds $6,416,990 across 3 Banks - Regional names. KEY ranks #2 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	76,904	$4,645,001
2	KEY	Keycorp /New/ This page	60,171	$1,386,941
3	COLB	Columbia Banking System, Inc.	12,014	$385,048

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,386,941	60,171	+0.7%	Shares	Sole	2026-07-23
2026-03-31	$1,198,568	59,779	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$1,235,696	59,869	-5.3%	Shares	Sole	2026-02-13
2025-09-30	$1,181,189	63,199	-1.2%	Shares	Sole	2025-11-14
2025-06-30	$1,113,904	63,944	-0.5%	Shares	Sole	2025-08-11
2025-03-31	$1,027,517	64,260	-3.6%	Shares	Sole	2025-05-15
2024-12-31	$1,142,689	66,668	-1.9%	Shares	Sole	2025-02-13
2024-09-30	$1,138,815	67,989	-2.3%	Shares	Sole	2024-11-14
2024-06-30	$989,158	69,610	-7.6%	Shares	Sole	2024-07-16
2024-03-31	$1,191,062	75,336	-6.5%	Shares	Sole	2024-04-25
2023-12-31	$1,160,352	80,580	+3.0%	Shares	Sole	2024-01-30
2023-09-30	$841,432	78,200	+1.7%	Shares	Sole	2023-11-13
2023-06-30	$710,805	76,927	+102.5%	Shares	Sole	2023-08-11
2023-03-31	$475,609	37,988	+755.2%	Shares	Sole	2023-05-11
2020-12-31	$72,893	4,442	-31.0%	Shares	Sole	2021-01-11
2020-09-30	$76,853	6,442	0.0%	Shares	Sole	2020-10-09
2020-06-30	$78,463	6,442	-13.8%	Shares	Sole	2020-07-07
2020-03-31	$77,453	7,469	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.