Position in KEY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$274,970,224
+$60,129,023 QoQ
Shares Held
11,929,294
+11.3% QoQ
Ownership
1.12%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#16
of 939 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 15%
None 6%
Common Shares in KEY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. KEY ranks #33 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,454,788 | $631,469,193 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,639,875 | $599,769,751 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,644,441 | $528,918,870 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,105,788 | $518,487,119 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,101,558 | $514,645,169 | |
| 6 | BPOP |
Popular, Inc.
|
3,126,242 | $513,266,409 | |
| 7 | SSB |
SouthState Bank Corp
|
5,104,685 | $509,958,028 | |
| 8 | ONB |
Old National Bancorp /In/
|
18,221,545 | $471,938,014 |
All Filings in KEY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,970,224 | 11,929,294 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $214,841,201 | 10,715,272 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $220,574,992 | 10,686,773 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $203,075,986 | 10,865,489 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $202,390,488 | 11,618,283 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $179,108,033 | 11,201,253 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $186,521,488 | 10,882,234 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $172,619,920 | 10,305,667 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $149,330,798 | 10,508,853 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $161,396,604 | 10,208,514 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $148,102,744 | 10,284,913 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $100,959,796 | 9,382,881 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $82,138,635 | 8,889,463 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $135,688,152 | 10,837,712 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $186,653,537 | 10,714,899 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $170,283,146 | 10,629,410 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $179,010,255 | 10,389,452 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $228,997,262 | 10,232,228 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $234,686,255 | 10,146,401 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $217,155,949 | 10,044,216 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $208,783,125 | 10,110,563 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $202,225,112 | 10,121,377 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $169,916,639 | 10,354,457 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $122,613,450 | 10,277,741 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $127,392,142 | 10,459,125 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $106,793,018 | 10,298,266 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||