Position in KEY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$28,703,932
+$5,964,602 QoQ
Shares Held
1,431,619
+29.9% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026AE Wealth Management LLC holds $212,162,774 across 29 Banks - Regional names. KEY ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
629,481 | $32,739,276 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
511,610 | $30,681,216 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
1,897,133 | $29,690,099 | |
| 4 | KEY |
Keycorp /New/
This page
|
1,431,619 | $28,703,932 | |
| 5 | TFC |
Truist Financial Corp
|
616,520 | $28,341,395 | |
| 6 | RF |
Regions Financial Corp
|
1,051,239 | $27,458,332 | |
| 7 | FITB |
Fifth Third Bancorp
|
474,246 | $22,033,440 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
18,063 | $3,758,711 |
All Filings in KEY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,703,932 | 1,431,619 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $22,739,330 | 1,101,713 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $25,154,382 | 1,345,875 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $22,413,818 | 1,286,673 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $19,180,838 | 1,199,553 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $21,479,862 | 1,253,202 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $20,391,525 | 1,217,405 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $17,014,930 | 1,197,392 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $18,105,619 | 1,145,201 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $22,596,912 | 1,569,230 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,248,376 | 1,603,009 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $15,456,311 | 1,672,761 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $13,524,016 | 1,080,193 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $12,703,935 | 729,273 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,050,915 | 564,976 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,309,816 | 540,326 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,190,089 | 321,273 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,608,886 | 242,494 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,853,971 | 224,513 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,655,173 | 177,006 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,293,224 | 114,776 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,769,958 | 168,797 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,722,247 | 228,185 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,076,629 | 170,495 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $654,378 | 63,103 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||