KEY β€” KeyCorp New Com

Ownership history in Bank & Trust Co  Β·  8 quarters on record

AI Ownership Summary

Bank & Trust Co reported KeyCorp New Com (KEY) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.01% in 2025 Q4. The latest visible filing shows KEY at 0.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KEY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bank & Trust Co's position in KeyCorp New Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KEY was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bank & Trust Co held KEY β€” position size vs. price
% of Fund (quarterly)    KEY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 68,575 -440 -0.6% 0.93% $1.4M 2026-04-13 $21.72
2025 Q4 REDUCED 69,015 -1,098 -1.6% 1.01% $1.4M 2026-01-13 $20.65
2025 Q3 UNCHANGED 70,113 β€” 0% 0.97% $1.3M 2025-10-06 $18.16
2025 Q2 ADDED 70,113 +1,874 +2.7% 0.97% $1.2M 2025-07-14 $17.79
2025 Q1 ADDED 68,239 +6,725 +10.9% 0.89% $1.1M 2025-04-09 $13.88
2024 Q4 REDUCED 61,514 -1,918 -3.0% 0.89% $1.1M 2025-01-07 $16.24
2024 Q3 UNCHANGED 63,432 β€” 0% 0.86% $1.1M 2024-10-09 $15.77
2024 Q2 INITIATED 63,432 β€” β€” 0.76% $901K 2024-07-08 $12.95

FAQ About Bank & Trust Co and KEY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bank & Trust Co reported owning KEY?

Bank & Trust Co reported KEY across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported KEY position in Bank & Trust Co's portfolio?

The largest reported portfolio weight for KEY was 1.01% in 2025 Q4.

What is the latest reported KEY position on this page?

The most recent filing on this page is 2026 Q1, when Bank & Trust Co reported 68,575 shares, equal to 0.93% of portfolio, with an estimated market value of $1.4M.

What does the chart on this KEY ownership page compare?

The chart compares Bank & Trust Co's quarterly KEY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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