Position in KEY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$692,813
+$77,880 QoQ
Shares Held
30,057
-2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#444
of 933 holders
Holding Since
Mar 2023
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, 2026Legacy Capital Group California, Inc. holds $5,347,716 across 6 Banks - Regional names. KEY ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
28,514 | $1,997,975 | |
| 2 | FITB |
Fifth Third Bancorp
|
19,449 | $1,096,340 | |
| 3 | KEY |
Keycorp /New/
This page
|
30,057 | $692,813 | |
| 4 | USB |
US Bancorp De
|
11,446 | $691,338 | |
| 5 | TFC |
Truist Financial Corp
|
12,817 | $638,542 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
937 | $230,708 |
All Filings in KEY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,813 | 30,057 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $614,933 | 30,670 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $704,587 | 34,137 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $643,590 | 34,435 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $599,822 | 34,433 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $652,983 | 40,837 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $703,956 | 41,071 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $693,801 | 41,421 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $618,532 | 43,528 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $681,916 | 43,132 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $570,729 | 39,634 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $426,009 | 39,592 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $269,567 | 29,174 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $355,355 | 28,383 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||