Position in KEY
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,596,683
+$45,089 QoQ
Shares Held
229,261
+4.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
8 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)
Derivatives in KEY
reported options exposure · as of Mar 31, 2026CallValue
$2,005,000
CallShares
100,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Jefferies Financial Group Inc. holds $103,796,371 across 44 Banks - Regional names. KEY ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
436,754 | $37,621,989 | |
| 2 | BPOP |
Popular, Inc.
|
172,947 | $23,204,298 | |
| 3 | USB |
US Bancorp De
|
135,362 | $7,040,177 | |
| 4 | KEY |
Keycorp /New/
This page
|
229,261 | $4,596,683 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
15,864 | $3,301,139 | |
| 6 | TCBI |
Texas Capital Bancshares Inc/Tx
|
23,359 | $2,216,301 | |
| 7 | HOMB |
Home Bancshares Inc
|
81,500 | $2,194,795 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
29,741 | $1,783,567 |
All Filings in KEY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,596,683 | 229,261 | Shares | Defined | 2026-05-08 | |
| 2026-03-31 | $2,005,000 | 100,000 | Call | Defined | 2026-05-08 | |
| 2025-12-31 | $4,551,594 | 220,523 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $2,542,325 | 136,026 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,248,994 | 301,320 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $756,103 | 47,286 | Shares | Defined | 2025-05-08 | |
| 2024-03-31 | $206,573 | 13,066 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $395,250 | 25,000 | Call | Defined | 2024-05-13 | |
| 2023-09-30 | $1,081,907 | 100,549 | Shares | Defined | 2023-11-14 | |
| 2023-03-31 | $298,339 | 23,829 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||