Position in KEY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,682
+$219 QoQ
Shares Held
73
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#891
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, 2026Birchwood Financial Partners, Inc. holds $305,010 across 2 Banks - Regional names. KEY ranks #2 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
5,022 | $303,328 | |
| 2 | KEY |
Keycorp /New/
This page
|
73 | $1,682 |
All Filings in KEY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,682 | 73 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,463 | 73 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,506 | 73 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||