Position in KEY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,420
-$7,504 QoQ
Shares Held
105
-78.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#880
of 933 holders
Holding Since
Sep 2020
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, 2026Lloyd Advisory Services, LLC. holds $724,962 across 11 Banks - Regional names. KEY ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
4,091 | $247,096 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
804 | $197,960 | |
| 3 | TFC |
Truist Financial Corp
|
2,632 | $131,126 | |
| 4 | RF |
Regions Financial Corp
|
4,302 | $129,920 | |
| 5 | MTB |
M&T Bank Corp
|
35 | $8,330 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
35 | $2,452 | |
| 7 | KEY |
Keycorp /New/
This page
|
105 | $2,420 | |
| 8 | FITB |
Fifth Third Bancorp
|
40 | $2,254 |
All Filings in KEY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,420 | 105 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,924 | 495 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $990 | 48 | Shares | Sole | 2026-02-06 | |
| 2024-03-31 | $1,106,541 | 69,990 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $181,915 | 12,633 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $34,196 | 1,528 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $34,533 | 1,493 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $29,749 | 1,376 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $13,980 | 677 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $8,071 | 404 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $6,629 | 404 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $6,012 | 504 | Shares | Other | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||