King Wealth Management Group

Position in KEY — Keycorp /New/

CIK 1568235 SARATOGA SPRINGS, NY

Position in KEY

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$262,093

-$33,905 QoQ

Shares Held

13,072

-8.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

King Wealth Management Group holds $1,069,632 across 3 Banks - Regional names. KEY ranks #3 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	2,299	$475,249
2	TRST	Trustco Bank Corp N Y	7,590	$332,290
3	KEY	Keycorp /New/ This page	13,072	$262,093

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$262,093	13,072	-8.8%	Shares	Sole	2026-05-04
2025-12-31	$295,998	14,341	+7.5%	Shares	Sole	2026-02-09
2025-09-30	$249,287	13,338	+29.6%	Shares	Sole	2025-11-07
2025-06-30	$179,304	10,293	+0.2%	Shares	Sole	2025-08-08
2025-03-31	$164,329	10,277	+0.2%	Shares	Sole	2025-05-08
2024-12-31	$175,873	10,261	+0.1%	Shares	Sole	2025-02-10
2024-09-30	$171,637	10,247	+0.1%	Shares	Sole	2024-11-06
2024-06-30	$145,396	10,232	+0.2%	Shares	Sole	2024-08-08
2024-03-31	$161,483	10,214	-14.4%	Shares	Sole	2024-05-09
2023-03-31	$149,363	11,930	+2.0%	Shares	Sole	2023-05-10
2022-12-31	$203,692	11,693	-1.7%	Shares	Sole	2023-02-09
2022-09-30	$190,525	11,893	0.0%	Shares	Sole	2022-11-10
2022-06-30	$204,916	11,893	+2.4%	Shares	Sole	2022-08-11
2022-03-31	$259,809	11,609	+2.5%	Shares	Sole	2022-05-12
2021-12-31	$261,970	11,326	0.0%	Shares	Sole	2022-02-11
2021-09-30	$244,868	11,326	0.0%	Shares	Sole	2021-11-12
2021-06-30	$233,881	11,326	-0.7%	Shares	Sole	2021-08-12
2021-03-31	$227,871	11,405	+0.4%	Shares	Sole	2021-05-14
2020-12-31	$186,319	11,354	-10.1%	Shares	Sole	2021-02-12
2020-09-30	$150,663	12,629	+0.0%	Shares	Sole	2020-11-12
2020-06-30	$153,809	12,628	+22.4%	Shares	Sole	2020-08-13
2020-03-31	$106,956	10,314	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.