Accurate Wealth Management, LLC

Position in KEY — Keycorp /New/

CIK 1877728 WESLEY CHAPEL, FL

Position in KEY

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$418,634

+$60,582 QoQ

Shares Held

18,162

+1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#519

of 933 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $8,906,246 across 9 Banks - Regional names. KEY ranks #8 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	10,654	$2,623,227
2	FITB	Fifth Third Bancorp	27,503	$1,550,344
3	USB	US Bancorp De	20,455	$1,235,482
4	TFC	Truist Financial Corp	21,690	$1,080,595
5	CFG	Citizens Financial Group Inc/Ri	11,273	$789,899
6	WTFC	Wintrust Financial Corp	3,061	$491,963
7	UBSI	United Bankshares Inc/Wv	9,489	$434,880
8	KEY	Keycorp /New/ This page	18,162	$418,634

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$418,634	18,162	+1.7%	Shares	Sole	2026-07-15
2026-03-31	$358,052	17,858	+14.0%	Shares	Sole	2026-04-23
2025-12-31	$323,325	15,665	+36.5%	Shares	Sole	2026-01-14
2025-09-30	$214,449	11,474	-0.3%	Shares	Sole	2025-10-20
2025-06-30	$200,539	11,512	-25.8%	Shares	Sole	2025-07-15
2025-03-31	$248,196	15,522	+0.2%	Shares	Sole	2025-04-15
2024-12-31	$265,550	15,493	-3.2%	Shares	Sole	2025-01-14
2024-09-30	$267,949	15,997	-7.9%	Shares	Sole	2024-10-17
2024-06-30	$246,770	17,366	-1.3%	Shares	Sole	2024-07-17
2024-03-31	$278,224	17,598	+29.5%	Shares	Sole	2024-04-23
2023-12-31	$195,710	13,591	-23.6%	Shares	Sole	2024-01-12
2023-09-30	$191,398	17,788	+10.7%	Shares	Sole	2023-10-23
2023-06-30	$148,459	16,067	+13.8%	Shares	Sole	2023-07-24
2022-12-31	$246,040	14,124	-10.5%	Shares	Sole	2023-01-11
2022-09-30	$252,843	15,783	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.