Position in KEY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$69,311
+$66,507 QoQ
Shares Held
3,007
+1242.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#719
of 933 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Jackson, Grant Investment Advisers, Inc. holds $232,340 across 7 Banks - Regional names. KEY ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,600 | $96,640 | |
| 2 | KEY |
Keycorp /New/
This page
|
3,007 | $69,311 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
190 | $46,781 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
112 | $7,847 | |
| 5 | MTB |
M&T Bank Corp
|
23 | $5,474 | |
| 6 | IBN |
Icici Bank Ltd
|
125 | $3,628 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
150 | $2,659 |
All Filings in KEY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,311 | 3,007 | Shares | Sole | 2026-07-31 | |
| 2023-03-31 | $2,804 | 224 | Shares | Sole | 2023-05-02 | |
| 2022-09-30 | $15,875 | 991 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,074 | 991 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $22,178 | 991 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $22,921 | 991 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $21,425 | 991 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $20,464 | 991 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $19,800 | 991 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $16,262 | 991 | Shares | Sole | 2021-03-03 | |
| No filing history on record for this holder in this stock. | ||||||