Position in KEY
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$4,493,585
+$667,632 QoQ
Shares Held
224,119
+20.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KEY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Concurrent Investment Advisors, LLC holds $59,584,444 across 50 Banks - Regional names. KEY ranks #2 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
307,570 | $14,138,992 | |
| 2 | KEY |
Keycorp /New/
This page
|
224,119 | $4,493,585 | |
| 3 | USB |
US Bancorp De
|
73,488 | $3,822,110 | |
| 4 | RF |
Regions Financial Corp
|
136,633 | $3,568,853 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
183,237 | $2,867,658 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
20,686 | $2,835,636 | |
| 7 | CBSH |
Commerce Bancshares Inc /Mo/
|
45,563 | $2,241,699 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
9,605 | $1,998,704 |
All Filings in KEY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,493,585 | 224,119 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,825,953 | 185,366 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||