Position in KEY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$150,375
New position
Shares Held
7,500
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 27%
Shared 0%
None 73%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Trask Adam Roland holds $1,593,723 across 13 Banks - Regional names. KEY ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
10,000 | $464,600 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
3,900 | $335,946 | |
| 3 | TFC |
Truist Financial Corp
|
4,600 | $211,462 | |
| 4 | KEY |
Keycorp /New/
This page
|
7,500 | $150,375 | |
| 5 | UBSI |
United Bankshares Inc/Wv
|
3,544 | $146,792 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
5,300 | $82,945 | |
| 7 | WAL |
Western Alliance Bancorporation
|
1,000 | $70,850 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
800 | $46,096 |
All Filings in KEY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,375 | 7,500 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||