Position in KEY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,327,522
+$629,220 QoQ
Shares Held
187,745
+1.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#22
of 230 holders
Holding Since
Mar 2020
15 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, 2026Wealthcare Advisory Partners LLC holds $23,618,065 across 10 Banks - Regional names. KEY ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
185,123 | $9,222,827 | |
| 2 | KEY |
Keycorp /New/
This page
|
187,745 | $4,327,522 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
57,348 | $2,628,258 | |
| 4 | RF |
Regions Financial Corp
|
74,195 | $2,240,689 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
105,675 | $1,873,617 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,372 | $1,815,133 | |
| 7 | USB |
US Bancorp \De\
|
10,222 | $617,408 | |
| 8 | FXNC |
First National Corp /Va/
|
13,658 | $410,013 |
All Filings in KEY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,327,522 | 187,745 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,698,302 | 184,454 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,776,232 | 182,957 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,356,555 | 179,591 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,010,263 | 172,805 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,152,861 | 134,638 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,270,861 | 132,489 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,084,068 | 124,422 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,592,045 | 112,037 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,590,059 | 100,573 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,272,484 | 88,367 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $149,660 | 13,909 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $109,715 | 11,874 | Shares | Sole | 2023-07-17 | |
| 2021-03-31 | $18,001 | 901 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $4,822 | 465 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||