FORTRESS FINANCIAL GROUP, LLC

Position in KEY — Keycorp /New/

CIK 2054451 ROCHESTER, MN

Position in KEY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$408,584

+$56,386 QoQ

Shares Held

17,726

+0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#523

of 933 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FORTRESS FINANCIAL GROUP, LLC holds $3,115,806 across 4 Banks - Regional names. KEY ranks #2 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALRS	Alerus Financial Corp	66,344	$2,063,298
2	KEY	Keycorp /New/ This page	17,726	$408,584
3	RF	Regions Financial Corp	11,079	$334,585
4	WTBA	West Bancorporation Inc	11,660	$309,339

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$408,584	17,726	+0.9%	Shares	Sole	2026-08-12
2026-03-31	$352,198	17,566	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$363,449	17,609	+1.0%	Shares	Sole	2026-01-23
2025-09-30	$325,878	17,436	+1.1%	Shares	Sole	2025-11-06
2025-06-30	$300,512	17,251	+27.8%	Shares	Sole	2025-08-14
2025-03-31	$215,833	13,498	+6.6%	Shares	Sole	2025-04-11
2024-12-31	$217,043	12,663	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.