Position in KEY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$683,847
+$93,134 QoQ
Shares Held
29,668
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#446
of 933 holders
Holding Since
Mar 2024
9 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, 2026OneAscent Financial Services LLC holds $9,446,893 across 9 Banks - Regional names. KEY ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRME |
First Merchants Corp
|
97,810 | $4,273,318 | |
| 2 | USB |
US Bancorp De
|
30,060 | $1,815,624 | |
| 3 | ONB |
Old National Bancorp /In/
|
35,524 | $920,071 | |
| 4 | KEY |
Keycorp /New/
This page
|
29,668 | $683,847 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
2,458 | $605,208 | |
| 6 | PNFP |
Pinnacle Financial Partners, Inc.
|
3,510 | $354,088 | |
| 7 | BPOP |
Popular, Inc.
|
2,087 | $342,643 | |
| 8 | FFBC |
First Financial Bancorp /Oh/
|
7,266 | $245,808 |
All Filings in KEY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,847 | 29,668 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $590,713 | 29,462 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $618,209 | 29,952 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $562,026 | 30,071 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $543,294 | 31,188 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $971,712 | 60,770 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $527,860 | 30,797 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $492,466 | 29,401 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $393,273 | 24,875 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||