Position in KEY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$781,395
+$301,699 QoQ
Shares Held
33,900
+41.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#67
of 208 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026New England Research & Management, Inc. holds $8,911,634 across 7 Banks - Regional names. KEY ranks #6 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
48,790 | $2,430,717 | |
| 2 | PB |
Prosperity Bancshares Inc
|
23,475 | $1,714,379 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
22,232 | $1,557,796 | |
| 4 | WASH |
Washington Trust Bancorp Inc
|
29,700 | $1,083,456 | |
| 5 | INDB |
Independent Bank Corp
|
12,730 | $1,065,755 | |
| 6 | KEY |
Keycorp /New/
This page
|
33,900 | $781,395 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
1,800 | $278,136 |
All Filings in KEY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $781,395 | 33,900 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $479,696 | 23,925 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $214,656 | 10,400 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||