Position in KEY
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,252,844
-$178,601 QoQ
Shares Held
62,486
-9.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KEY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $23,195,178 across 23 Banks - Regional names. KEY ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMNB |
Farmers National Banc Corp /Oh/
|
373,262 | $4,912,127 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
273,681 | $4,283,107 | |
| 3 | CIVB |
Civista Bancshares, Inc.
|
162,128 | $3,694,897 | |
| 4 | FITB |
Fifth Third Bancorp
|
27,058 | $1,257,114 | |
| 5 | KEY |
Keycorp /New/
This page
|
62,486 | $1,252,844 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
5,884 | $1,224,401 | |
| 7 | TFC |
Truist Financial Corp
|
16,828 | $773,583 | |
| 8 | PDLB |
Ponce Financial Group, Inc.
|
40,533 | $677,306 |
All Filings in KEY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,252,844 | 62,486 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,431,445 | 69,353 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,130,894 | 60,508 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $883,211 | 50,701 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $777,289 | 48,611 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $831,649 | 48,521 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $861,670 | 51,443 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $736,546 | 51,833 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $819,479 | 51,833 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $745,819 | 51,793 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $600,763 | 55,833 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $515,896 | 55,833 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $736,426 | 58,820 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,024,870 | 58,833 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $942,504 | 58,833 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $1,013,692 | 58,833 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,419,048 | 63,407 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,526,741 | 66,007 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,471,089 | 68,043 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,405,087 | 68,043 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,359,499 | 68,043 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,116,585 | 68,043 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $873,359 | 73,207 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $957,981 | 78,652 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $818,161 | 78,897 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||