Ascentis Independent Advisors

Position in KEY — Keycorp /New/

CIK 1845003 DALLAS, TX

Position in KEY

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$34,989

-$567,792 QoQ

Shares Held

1,518

-95.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ascentis Independent Advisors holds $250,962 across 6 Banks - Regional names. KEY ranks #4 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	1,249	$75,436
2	EWBC	East West Bancorp Inc	552	$71,250
3	NWBI	Northwest Bancshares, Inc.	3,913	$59,321
4	KEY	Keycorp /New/ This page	1,518	$34,989
5	FLG	Flagstar Bank, National Association	451	$6,735
6	RF	Regions Financial Corp	107	$3,231

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,989	1,518	-95.0%	Shares	Sole	2026-08-04
2026-03-31	$602,781	30,064	+119.2%	Shares	Sole	2026-04-28
2025-12-31	$283,098	13,716	+0.1%	Shares	Sole	2026-01-29
2025-09-30	$256,127	13,704	+0.1%	Shares	Sole	2025-10-21
2025-06-30	$238,549	13,694	+752.7%	Shares	Sole	2025-07-14
2024-09-30	$26,900	1,606	-86.0%	Shares	Sole	2024-10-29
2023-06-30	$105,973	11,469	—	Shares	Sole	2023-07-19
No filing history on record for this holder in this stock.