Position in KEY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$12,191,861
+$696,094 QoQ
Shares Held
597,182
+4.2% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#121
of 933 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 22%
Shared 10%
None 68%
Common Shares in KEY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $408,239,213 across 116 Banks - Regional names. KEY ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
361,525 | $89,014,685 | |
| 2 | USB |
US Bancorp De
|
465,118 | $28,093,127 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
1,195,010 | $21,187,527 | |
| 4 | FITB |
Fifth Third Bancorp
|
375,002 | $21,138,862 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
|
287,137 | $19,867,009 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
395,589 | $16,669,529 | |
| 7 | MTB |
M&T Bank Corp
|
66,705 | $15,876,457 | |
| 8 | KEY |
Keycorp /New/
This page
|
597,182 | $12,191,861 |
All Filings in KEY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,121 | 73,549 | Principal | Sole | 2026-08-17 | |
| 2026-06-30 | $12,069,740 | 523,633 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $11,495,767 | 573,355 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,188,507 | 396,730 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $7,558,796 | 404,430 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $7,239,332 | 415,576 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $7,082,881 | 442,957 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,464,863 | 435,523 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $9,758,700 | 582,609 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $6,406,038 | 450,812 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $6,729,146 | 425,626 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,211,468 | 431,352 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $4,654,861 | 432,608 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $3,935,952 | 425,969 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $6,666,937 | 532,503 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,108,964 | 178,471 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||