Position in KEY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$885,809
-$26,479 QoQ
Shares Held
44,180
-0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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 Mar 31, 2026BRADLEY FOSTER & SARGENT INC/CT holds $9,858,542 across 9 Banks - Regional names. KEY ranks #6 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
10,502 | $2,170,973 | |
| 2 | USB |
US Bancorp \De\
|
38,064 | $1,979,708 | |
| 3 | WASH |
Washington Trust Bancorp Inc
|
49,598 | $1,659,549 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
5,233 | $1,088,934 | |
| 5 | EWBC |
East West Bancorp Inc
|
8,698 | $928,598 | |
| 6 | KEY |
Keycorp /New/
This page
|
44,180 | $885,809 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
3,371 | $462,096 | |
| 8 | NBTB |
Nbt Bancorp Inc
|
9,027 | $384,369 |
All Filings in KEY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $885,809 | 44,180 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $912,288 | 44,200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $825,724 | 44,180 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $867,167 | 49,780 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $827,962 | 51,780 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $887,509 | 51,780 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $833,815 | 49,780 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $707,373 | 49,780 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $787,021 | 49,780 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $716,832 | 49,780 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $231,340 | 21,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $198,660 | 21,500 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $238,768 | 19,071 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $332,774 | 19,103 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $306,030 | 19,103 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $330,850 | 19,202 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $426,808 | 19,071 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||