Position in KEY
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$22,629,492
+$207,703 QoQ
Shares Held
1,128,653
+3.9% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in KEY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Kestra Advisory Services, LLC holds $131,058,730 across 55 Banks - Regional names. KEY ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
134,597 | $28,008,289 | |
| 2 | KEY |
Keycorp /New/
This page
|
1,128,653 | $22,629,492 | |
| 3 | USB |
US Bancorp \De\
|
215,633 | $11,215,072 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
715,431 | $11,196,495 | |
| 5 | TFC |
Truist Financial Corp
|
226,060 | $10,391,978 | |
| 6 | FITB |
Fifth Third Bancorp
|
197,769 | $9,188,347 | |
| 7 | AUB |
Atlantic Union Bankshares Corp
|
99,320 | $3,549,696 | |
| 8 | MTB |
M&T Bank Corp
|
13,494 | $2,789,479 |
All Filings in KEY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,629,492 | 1,128,653 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $22,421,789 | 1,086,327 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,701,513 | 1,000,616 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,590,982 | 952,410 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $14,799,848 | 925,569 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,853,677 | 924,952 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,381,860 | 918,320 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,081,313 | 920,571 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,192,652 | 897,701 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,386,872 | 790,755 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,139,703 | 756,478 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,471,752 | 592,181 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $658,013 | 52,557 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,831,834 | 105,157 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,147,496 | 71,629 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $975,476 | 56,615 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $999,289 | 44,651 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $1,007,427 | 43,555 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $940,578 | 43,505 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $870,067 | 42,134 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $815,843 | 40,833 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $458,544 | 27,943 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $203,096 | 17,024 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||