Position in KEY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$19,224,641
-$961,155 QoQ
Shares Held
958,835
-2.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in KEY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Clearstead Advisors, LLC holds $58,356,281 across 68 Banks - Regional names. KEY ranks #1 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
This page
|
958,835 | $19,224,641 | |
| 2 | FITB |
Fifth Third Bancorp
|
139,310 | $6,472,342 | |
| 3 | TFC |
Truist Financial Corp
|
137,104 | $6,302,670 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
26,281 | $5,468,813 | |
| 5 | TFSL |
TFS Financial CORP
|
242,040 | $3,400,662 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
216,491 | $3,388,084 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
816 | $1,537,882 | |
| 8 | FMNB |
Farmers National Banc Corp /Oh/
|
104,975 | $1,381,471 |
All Filings in KEY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,224,641 | 958,835 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,185,796 | 977,994 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $19,694,662 | 1,053,754 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,968,180 | 1,146,279 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,063,302 | 816,967 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,101,866 | 822,746 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,617,908 | 633,905 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,839,401 | 551,682 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,688,496 | 549,557 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,109,144 | 563,135 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,063,173 | 563,492 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,632,595 | 393,138 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,594,239 | 366,952 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,232,828 | 300,392 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,807,602 | 300,100 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,163,779 | 299,697 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,701,937 | 299,461 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,931,436 | 299,673 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,399,952 | 296,020 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,063,707 | 293,642 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,864,469 | 293,517 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,780,511 | 291,317 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,456,562 | 289,737 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,310,765 | 189,718 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,967,199 | 189,701 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||