Position in KEY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$295,316
+$43,268 QoQ
Shares Held
12,812
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#590
of 933 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in KEY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $11,094,351 across 13 Banks - Regional names. KEY ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
105,959 | $5,465,365 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
25,114 | $1,737,637 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,355 | $1,072,288 | |
| 4 | USB |
US Bancorp De
|
9,966 | $601,946 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
5,362 | $375,715 | |
| 6 | KEY |
Keycorp /New/
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|
12,812 | $295,316 | |
| 7 | WAL |
Western Alliance Bancorporation
|
3,579 | $294,193 | |
| 8 | TFC |
Truist Financial Corp
|
5,291 | $263,597 |
All Filings in KEY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,316 | 12,812 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $252,048 | 12,571 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $238,247 | 11,543 | Shares | Sole | 2026-04-02 | |
| 2024-12-31 | $229,316 | 13,379 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $226,811 | 13,541 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $189,689 | 13,349 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $208,660 | 13,198 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $205,070 | 14,241 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $132,444 | 12,309 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $99,875 | 10,809 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $169,470 | 13,536 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $236,737 | 13,590 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $170,436 | 10,639 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $182,517 | 10,593 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $236,220 | 10,555 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $220,845 | 9,548 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $203,163 | 9,397 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||