Position in KEY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$980,892
+$473,086 QoQ
Shares Held
42,555
+68.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#393
of 933 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KEY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Consilium Wealth Advisory, LLC holds $2,712,915 across 4 Banks - Regional names. KEY ranks #2 (36.2% of the industry book) .
All Filings in KEY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $980,892 | 42,555 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $507,806 | 25,327 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||