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Equibles

King Wealth Management Group

Position in KEY — Keycorp /New/

CIK 1568235 SARATOGA SPRINGS, NY
Back to KEY Full portfolio

Position in KEY

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$319,311
+$57,218 QoQ
Shares Held
13,853
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#581
of 938 holders
Holding Since
Mar 2020
23 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, 2026

King Wealth Management Group holds $2,906,389 across 5 Banks - Regional names. KEY ranks #4 (11.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PRK
Park National Corp /Oh/
 7,588 $1,388,528
2 MTB
M&T Bank Corp
 2,299 $547,184
3 TRST
Trustco Bank Corp N Y
 7,594 $416,986
4 KEY
Keycorp /New/
This page 		13,853 $319,311
5 AROW
Arrow Financial Corp
 5,718 $234,380

All Filings in KEY

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $319,311 13,853
2026-03-31 $262,093 13,072
2025-12-31 $295,998 14,341
2025-09-30 $249,287 13,338
2025-06-30 $179,304 10,293
2025-03-31 $164,329 10,277
2024-12-31 $175,873 10,261
2024-09-30 $171,637 10,247
2024-06-30 $145,396 10,232
2024-03-31 $161,483 10,214
2023-03-31 $149,363 11,930
2022-12-31 $203,692 11,693
2022-09-30 $190,525 11,893
2022-06-30 $204,916 11,893
2022-03-31 $259,809 11,609
2021-12-31 $261,970 11,326
2021-09-30 $244,868 11,326
2021-06-30 $233,881 11,326
2021-03-31 $227,871 11,405
2020-12-31 $186,319 11,354
2020-09-30 $150,663 12,629
2020-06-30 $153,809 12,628
2020-03-31 $106,956 10,314