Position in KEY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$96,049
+$10,256 QoQ
Shares Held
4,167
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#139
of 230 holders
Holding Since
Dec 2025
3 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, 2026Wealth Enhancement Trust Services, Inc. holds $2,245,240 across 87 Banks - Regional names. KEY ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,210 | $790,366 | |
| 2 | USB |
US Bancorp De
|
6,911 | $417,424 | |
| 3 | FBIZ |
First Business Financial Services, Inc.
|
6,343 | $400,687 | |
| 4 | BOKF |
Bok Financial Corp
|
1,358 | $188,599 | |
| 5 | KEY |
Keycorp /New/
This page
|
4,167 | $96,049 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
1,325 | $92,842 | |
| 7 | TFC |
Truist Financial Corp
|
1,295 | $64,516 | |
| 8 | FLG |
Flagstar Bank, National Association
|
3,575 | $53,410 |
All Filings in KEY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,049 | 4,167 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $85,793 | 4,279 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $86,336 | 4,183 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||