Position in KEY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$153,190
+$19,938 QoQ
Shares Held
6,646
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#688
of 933 holders
Holding Since
Sep 2024
8 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, 2026Peterson Wealth Services holds $1,127,770 across 5 Banks - Regional names. KEY ranks #2 (13.6% of the industry book) .
All Filings in KEY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,190 | 6,646 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $133,252 | 6,646 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $137,173 | 6,646 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $35,454 | 1,897 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $115,773 | 6,646 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $106,269 | 6,646 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $113,912 | 6,646 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $111,320 | 6,646 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||