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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

KEY holding history

Keycorp in every 13F filed by Summit Trail Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KEY overviewAll 13F holders of KEYFull Q2 2026 holdings

Shares (Q2 2026)
110,954
Value
$2.56M
% of portfolio
<0.1%
Quarters held
10
Since Q2 2023
Holdings of KEY by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026110,954$2.56M<0.1%+2,816+2.6%AddedHolders
Q1 2026108,138$2.17M<0.1%+31,633+41.3%AddedHolders
Q4 202576,505$1.58M<0.1%−6,004−7.3%ReducedHolders
Q3 202582,509$1.54M<0.1%+61,198+287.2%AddedHolders
Q2 202521,311$371.2K<0.1%+21,311NewHolders
Q4 20240$00.0%−25,689−100.0%Sold outHolders
Q3 202425,689$430.3K<0.1%+3,935+18.1%AddedHolders
Q2 202421,754$309.1K<0.1%+10,797+98.5%AddedHolders
Q1 202410,957$173.2K<0.1%+10,957NewHolders
Q4 20230$00.0%−13,516−100.0%Sold outHolders
Q3 202313,516$145.4K<0.1%+2,276+20.2%AddedHolders
Q2 202311,240$103.9K<0.1%+11,240NewHolders