Position in KEY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$15,397
New position
Shares Held
668
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#245
of 311 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Allied Private Wealth LLC holds $376,555 across 22 Banks - Regional names. KEY ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBCF |
Seacoast Banking Corp Of Florida
|
3,700 | $123,025 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
324 | $79,775 | |
| 3 | RF |
Regions Financial Corp
|
1,252 | $37,810 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
232 | $16,256 | |
| 5 | KEY |
Keycorp /New/
This page
|
668 | $15,397 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
98 | $15,142 | |
| 7 | GBCI |
Glacier Bancorp, Inc.
|
278 | $14,339 | |
| 8 | KB |
KB Financial Group Inc.
|
131 | $13,749 |
All Filings in KEY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,397 | 668 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||