Bogart Wealth, LLC

Position in KEY — Keycorp /New/

CIK 1715740 MCLEAN, VA

Position in KEY

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$157,270

+$25,883 QoQ

Shares Held

6,823

+4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#685

of 933 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $31,172,561 across 47 Banks - Regional names. KEY ranks #5 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	66,623	$16,403,915
2	TFC	Truist Financial Corp	271,399	$13,521,098
3	RF	Regions Financial Corp	13,346	$403,049
4	USB	US Bancorp De	4,289	$259,055
5	KEY	Keycorp /New/ This page	6,823	$157,270
6	NKSH	National Bankshares Inc	2,002	$72,732
7	ZION	Zions Bancorporation, National Association /Ut/	574	$39,715
8	UBSI	United Bankshares Inc/Wv	776	$35,564

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$157,270	6,823	+4.1%	Shares	Sole	2026-07-24
2026-03-31	$131,387	6,553	+0.8%	Shares	Sole	2026-04-28
2025-12-31	$134,139	6,499	-47.3%	Shares	Sole	2026-01-30
2025-09-30	$230,522	12,334	+0.5%	Shares	Sole	2025-10-27
2025-06-30	$213,813	12,274	+2.3%	Shares	Sole	2025-07-30
2025-03-31	$191,927	12,003	+0.6%	Shares	Sole	2025-05-02
2024-12-31	$204,497	11,931	-2.0%	Shares	Sole	2025-01-30
2024-09-30	$203,847	12,170	-19.4%	Shares	Sole	2024-10-23
2024-06-30	$214,627	15,104	+24.2%	Shares	Sole	2024-07-31
2024-03-31	$192,312	12,164	+0.6%	Shares	Sole	2024-04-25
2023-12-31	$174,124	12,092	-1.0%	Shares	Sole	2024-02-07
2023-09-30	$131,476	12,219	-16.5%	Shares	Sole	2023-10-30
2023-06-30	$135,144	14,626	-97.1%	Shares	Sole	2023-07-31
2023-03-31	$6,373,731	509,084	+8.9%	Shares	Sole	2023-04-21
2022-12-31	$8,142,160	467,403	+6.5%	Shares	Sole	2023-02-06
2022-09-30	$7,030,104	438,833	+7.2%	Shares	Sole	2022-11-03
2022-06-30	$7,052,066	409,290	+25.0%	Shares	Sole	2022-07-22
2022-03-31	$7,330,859	327,563	+9.8%	Shares	Sole	2022-04-22
2021-12-31	$6,900,118	298,319	+4.7%	Shares	Sole	2022-01-19
2021-09-30	$6,161,959	285,012	+7.1%	Shares	Sole	2021-10-15
2021-06-30	$5,496,575	266,178	+12.5%	Shares	Sole	2021-08-06
2021-03-31	$4,728,606	236,667	+32.5%	Shares	Sole	2021-04-16
2020-12-31	$2,930,924	178,606	+9.4%	Shares	Sole	2021-01-14
2020-09-30	$1,947,226	163,221	+0.1%	Shares	Sole	2020-10-06
2020-06-30	$1,985,656	163,026	+8.7%	Shares	Sole	2020-07-08
2020-03-31	$1,554,971	149,949	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.