Position in KEY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,130,603
+$43,018 QoQ
Shares Held
92,434
-11.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#290
of 933 holders
Holding Since
Dec 2021
19 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, 2026SlateStone Wealth, LLC holds $10,493,561 across 4 Banks - Regional names. KEY ranks #2 (20.3% of the industry book) .
All Filings in KEY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,130,603 | 92,434 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,087,585 | 104,119 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,252,319 | 109,124 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,091,859 | 111,924 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,949,716 | 111,924 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,789,664 | 111,924 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,918,377 | 111,924 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,961,827 | 117,124 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,664,332 | 117,124 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,851,730 | 117,124 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,744,185 | 121,124 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,303,294 | 121,124 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,206,014 | 130,521 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,634,122 | 130,521 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $2,273,675 | 130,521 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,090,946 | 130,521 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,356,460 | 136,765 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,133,379 | 140,008 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,295,215 | 142,465 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||