Position in KEY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$325,005
-$119,463 QoQ
Shares Held
14,100
-36.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#574
of 933 holders
Holding Since
Dec 2025
3 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, 2026Copley Financial Group, Inc. holds $615,710 across 2 Banks - Regional names. KEY ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
This page
|
14,100 | $325,005 | |
| 2 | USB |
US Bancorp De
|
4,813 | $290,705 |
All Filings in KEY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,005 | 14,100 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $444,468 | 22,168 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $486,505 | 23,571 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||