Position in KEY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,695,191
+$1,900,384 QoQ
Shares Held
533,426
+25.2% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 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, 2026Horizon Investments, LLC holds $106,973,359 across 54 Banks - Regional names. KEY ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
293,363 | $15,257,809 | |
| 2 | KEY |
Keycorp /New/
This page
|
533,426 | $10,695,191 | |
| 3 | MTB |
M&T Bank Corp
|
51,040 | $10,550,988 | |
| 4 | TFC |
Truist Financial Corp
|
223,531 | $10,275,720 | |
| 5 | RF |
Regions Financial Corp
|
347,732 | $9,082,759 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
142,137 | $8,523,955 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
32,842 | $6,834,091 | |
| 8 | EWBC |
East West Bancorp Inc
|
35,223 | $3,760,407 |
All Filings in KEY
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,695,191 | 533,426 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,794,807 | 426,105 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,158,409 | 436,512 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,056,610 | 462,492 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $232,078 | 14,514 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $218,415 | 12,743 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $211,033 | 12,599 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $204,908 | 14,420 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $224,090 | 14,174 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $218,764 | 15,192 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $148,111 | 13,765 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $125,673 | 13,601 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $160,080 | 12,786 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $280,340 | 16,093 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $297,803 | 17,284 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $668,154 | 29,855 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $453,024 | 19,586 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $467,908 | 22,659 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $593,445 | 29,702 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $193,735 | 15,906 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $147,565 | 14,230 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||