Position in KEY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,975
+$1,038 QoQ
Shares Held
346
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#829
of 933 holders
Holding Since
Dec 2024
7 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, 2026Holos Integrated Wealth LLC holds $15,283 across 3 Banks - Regional names. KEY ranks #1 (52.2% of the industry book) .
All Filings in KEY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,975 | 346 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,937 | 346 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,141 | 346 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $6,466 | 346 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $6,027 | 346 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,532 | 346 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $5,930 | 346 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||