Position in KEY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$25,723
+$3,348 QoQ
Shares Held
1,116
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#771
of 933 holders
Holding Since
Sep 2022
14 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, 2026Morton Brown Family Wealth, LLC holds $267,483 across 6 Banks - Regional names. KEY ranks #3 (9.6% of the industry book) .
All Filings in KEY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,723 | 1,116 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $22,375 | 1,116 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $23,034 | 1,116 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $20,858 | 1,116 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $19,440 | 1,116 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $17,844 | 1,116 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $19,128 | 1,116 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $18,693 | 1,116 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $15,858 | 1,116 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $17,643 | 1,116 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $16,070 | 1,116 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $12,008 | 1,116 | Shares | Sole | 2023-10-18 | |
| 2023-03-31 | $838 | 67 | Shares | Sole | 2023-04-26 | |
| 2022-09-30 | $2,675 | 167 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||