Position in KEY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$863,015
-$203,464 QoQ
Shares Held
37,441
-29.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#405
of 933 holders
Holding Since
Sep 2021
20 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, 2026Centennial Wealth Advisory LLC holds $5,718,534 across 8 Banks - Regional names. KEY ranks #1 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
This page
|
37,441 | $863,015 | |
| 2 | USB |
US Bancorp De
|
13,799 | $833,459 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
46,137 | $818,009 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
10,400 | $728,728 | |
| 5 | RF |
Regions Financial Corp
|
23,431 | $707,616 | |
| 6 | TFC |
Truist Financial Corp
|
14,102 | $702,561 | |
| 7 | FNB |
Fnb Corp/Pa/
|
34,368 | $655,741 | |
| 8 | OSBC |
Old Second Bancorp Inc
|
17,556 | $409,405 |
All Filings in KEY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,015 | 37,441 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,066,479 | 53,191 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $928,511 | 44,986 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $830,994 | 44,462 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $744,774 | 42,754 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $645,516 | 40,370 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $690,313 | 40,275 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $636,433 | 37,996 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $520,611 | 36,637 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $576,732 | 36,479 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $537,134 | 37,301 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $421,878 | 39,208 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $375,227 | 40,609 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $223,669 | 17,865 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $285,078 | 16,365 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $231,184 | 14,431 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $303,230 | 17,599 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $253,408 | 11,323 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $229,241 | 9,911 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $200,698 | 9,283 | Shares | Sole | 2021-10-08 | |
| No filing history on record for this holder in this stock. | ||||||