Position in KEY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,105,964
+$477,630 QoQ
Shares Held
134,749
+2.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#254
of 933 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COZAD ASSET MANAGEMENT INC holds $12,343,801 across 5 Banks - Regional names. KEY ranks #2 (25.2% of the industry book) .
All Filings in KEY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,105,964 | 134,749 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,628,334 | 131,089 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $2,723,860 | 131,970 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,502,123 | 133,875 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,316,023 | 132,952 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,167,316 | 135,542 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,112,864 | 123,271 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,097,150 | 125,203 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,944,865 | 136,866 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,137,116 | 135,175 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,007,316 | 139,397 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||