Position in KEY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$275,954
+$41,309 QoQ
Shares Held
11,972
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#610
of 933 holders
Holding Since
Dec 2022
6 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, 2026Fortis Capital Advisors, LLC holds $3,397,517 across 4 Banks - Regional names. KEY ranks #4 (8.1% of the industry book) .
All Filings in KEY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,954 | 11,972 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $234,645 | 11,703 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $227,803 | 11,037 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $193,927 | 10,376 | Shares | Sole | 2025-10-31 | |
| 2023-03-31 | $5,947 | 475 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $3,658 | 210 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||