Position in KEY
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$908,565
-$724,925 QoQ
Shares Held
45,315
-42.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Carnegie Investment Counsel holds $34,110,962 across 11 Banks - Regional names. KEY ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
648,477 | $9,318,614 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
580,541 | $9,085,466 | |
| 3 | TFC |
Truist Financial Corp
|
105,809 | $4,864,039 | |
| 4 | USB |
US Bancorp De
|
86,397 | $4,493,507 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
6,742 | $1,402,942 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
8,623 | $1,182,040 | |
| 7 | OBT |
Orange County Bancorp, Inc. /DE/
|
31,428 | $1,005,067 | |
| 8 | KEY |
Keycorp /New/
This page
|
45,315 | $908,565 |
All Filings in KEY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $908,565 | 45,315 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,633,490 | 79,142 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $568,587 | 30,422 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $538,870 | 30,934 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $317,145 | 19,834 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $324,528 | 18,934 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $347,294 | 20,734 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $334,418 | 23,534 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $380,989 | 24,098 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $347,011 | 24,098 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $256,593 | 23,847 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $148,403 | 16,061 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $269,405 | 21,518 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $644,505 | 36,998 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $600,717 | 37,498 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $655,429 | 38,040 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $851,335 | 38,040 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $879,865 | 38,040 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $413,633 | 19,132 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $395,075 | 19,132 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $252,627 | 12,644 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $207,488 | 12,644 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $174,702 | 14,644 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $181,348 | 14,889 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $131,014 | 12,634 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||