Catherine Avery Investment Management LLC
Position in KEY — Keycorp /New/
CIK 2103454
LONGBOAT KEY, FL
Position in KEY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,746,503
+$371,219 QoQ
Shares Held
249,306
-7.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
2.53%
of 13F equity value
Holder Rank
#193
of 933 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, 2026Catherine Avery Investment Management LLC holds $11,440,380 across 2 Banks - Regional names. KEY ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
This page
|
249,306 | $5,746,503 | |
| 2 | TFC |
Truist Financial Corp
|
114,289 | $5,693,877 |
All Filings in KEY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,746,503 | 249,306 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,375,284 | 268,094 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,943,457 | 191,059 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||