Position in KEY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$213,927
-$981,420 QoQ
Shares Held
9,281
-90.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#664
of 932 holders
Holding Since
Dec 2020
11 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, 2026Trivium Point Advisory, LLC holds $5,546,547 across 7 Banks - Regional names. KEY ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
24,916 | $1,745,864 | |
| 2 | USB |
US Bancorp De
|
19,982 | $1,206,912 | |
| 3 | FITB |
Fifth Third Bancorp
|
19,378 | $1,092,337 | |
| 4 | RF |
Regions Financial Corp
|
19,394 | $585,698 | |
| 5 | TFC |
Truist Financial Corp
|
9,634 | $479,965 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
901 | $221,844 | |
| 7 | KEY |
Keycorp /New/
This page
|
9,281 | $213,927 |
All Filings in KEY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,927 | 9,281 | Shares | Sole | 2026-08-06 | |
| 2023-03-31 | $1,195,347 | 95,475 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,574,245 | 90,370 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,397,424 | 87,230 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,460,156 | 84,745 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,858,323 | 83,035 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,551,560 | 67,080 | Shares | Sole | 2022-02-18 | |
| 2021-09-30 | $1,442,378 | 66,715 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,304,150 | 63,155 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,130,368 | 56,575 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $924,900 | 56,362 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||