Position in KEY
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$363,326
-$10,691 QoQ
Shares Held
18,121
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KEY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Shakespeare Wealth Management, LLC holds $4,517,941 across 6 Banks - Regional names. KEY ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
98,749 | $1,545,421 | |
| 2 | FITB |
Fifth Third Bancorp
|
22,428 | $1,042,004 | |
| 3 | COFS |
Choiceone Financial Services Inc
|
27,198 | $764,807 | |
| 4 | MBWM |
Mercantile Bank Corp
|
11,574 | $584,487 | |
| 5 | KEY |
Keycorp /New/
This page
|
18,121 | $363,326 | |
| 6 | ASB |
Associated Banc-Corp
|
8,426 | $217,896 |
All Filings in KEY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $363,326 | 18,121 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $374,017 | 18,121 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $338,681 | 18,121 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $315,667 | 18,121 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $290,426 | 18,163 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $311,313 | 18,163 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $304,230 | 18,163 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $257,499 | 18,121 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $286,493 | 18,121 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $279,230 | 19,391 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $208,647 | 19,391 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $179,172 | 19,391 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $242,775 | 19,391 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $337,791 | 19,391 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $310,643 | 19,391 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $334,330 | 19,404 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $434,261 | 19,404 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $448,513 | 19,391 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $419,233 | 19,391 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $400,424 | 19,391 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $387,432 | 19,391 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $318,206 | 19,391 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $231,334 | 19,391 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $236,182 | 19,391 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $201,084 | 19,391 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||