KEYNOTE FINANCIAL SERVICES LLC

Position in KEY — Keycorp /New/

CIK 2026127 VERNON, CT

Position in KEY

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$230,039

+$29,940 QoQ

Shares Held

9,980

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#654

of 933 holders

Holding Since

Mar 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

KEYNOTE FINANCIAL SERVICES LLC holds $2,542,315 across 4 Banks - Regional names. KEY ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	8,004	$1,905,032
2	TFC	Truist Financial Corp	5,319	$264,992
3	KEY	Keycorp /New/ This page	9,980	$230,039
4	LYG	Lloyds Banking Group plc	24,400	$142,252

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,039	9,980	0.0%	Shares	Sole	2026-08-03
2026-03-31	$200,099	9,980	-0.1%	Shares	Sole	2026-05-13
2025-12-31	$206,152	9,988	-12.0%	Shares	Sole	2026-02-13
2024-12-31	$194,504	11,348	-1.3%	Shares	Sole	2025-02-05
2024-09-30	$192,591	11,498	0.0%	Shares	Sole	2024-10-31
2024-06-30	$163,386	11,498	0.0%	Shares	Sole	2024-07-24
2024-03-31	$181,783	11,498	—	Shares	Sole	2024-06-13
No filing history on record for this holder in this stock.