Position in KEY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$722,018
+$93,972 QoQ
Shares Held
31,324
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#435
of 933 holders
Holding Since
Jun 2023
12 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, 2026CM WEALTH ADVISORS LLC holds $2,227,267 across 4 Banks - Regional names. KEY ranks #2 (32.4% of the industry book) .
All Filings in KEY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,018 | 31,324 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $628,046 | 31,324 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $646,527 | 31,324 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $258,706 | 13,842 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $252,450 | 14,492 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $231,727 | 14,492 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $248,392 | 14,492 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $256,141 | 15,292 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $220,851 | 15,542 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $787,986 | 49,841 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $235,324 | 16,342 | Shares | Sole | 2024-02-05 | |
| 2023-06-30 | $340,281 | 36,827 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||