Merit Financial Group, LLC

Position in KEY — Keycorp /New/

CIK 1621225 ALPHARETTA, GA

Position in KEY

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$2,258,389

+$391,668 QoQ

Shares Held

112,638

+24.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0.12873097888811946.ToString("F0")% Shared 0.ToString("F0")% None 99.87126902111189.ToString("F0")%

Financial Services · as of Mar 31, 2026

Merit Financial Group, LLC holds $85,798,763 across 55 Banks - Regional names. KEY ranks #7 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BFC	Bank First Corp	176,727	$23,868,747
2	PNC	Pnc Financial Services Group, Inc.	56,882	$11,836,573
3	NIC	Nicolet Bankshares Inc	47,032	$6,989,894
4	TFC	Truist Financial Corp	89,184	$4,099,784
5	USB	US Bancorp De	76,643	$3,986,201
6	CFG	Citizens Financial Group Inc/Ri	65,392	$3,921,554
7	KEY	Keycorp /New/ This page	112,638	$2,258,389
8	MTB	M&T Bank Corp	8,749	$1,808,591

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,258,389	112,638	+24.5%	Shares	Other	2026-04-15
2025-12-31	$1,866,721	90,442	+21.6%	Shares	Other	2026-01-26
2025-09-30	$1,389,674	74,354	+7.0%	Shares	Other	2025-11-07
2025-06-30	$1,210,289	69,477	+12.9%	Shares	Sole	2025-07-22
2025-03-31	$983,832	61,528	+5.3%	Shares	Sole	2025-04-09
2024-12-31	$1,001,095	58,407	+153.7%	Shares	Sole	2025-01-15
2024-09-30	$385,618	23,022	-57.5%	Shares	Sole	2024-10-17
2024-06-30	$769,343	54,141	+124.7%	Shares	Sole	2024-08-13
2024-03-31	$380,894	24,092	+138.6%	Shares	Sole	2024-05-06
2023-12-31	$145,411	10,098	-28.8%	Shares	Sole	2024-02-06
2023-03-31	$177,508	14,178	+2.9%	Shares	Sole	2023-04-24
2022-12-31	$239,995	13,777	—	Shares	Sole	2023-01-13
No filing history on record for this holder in this stock.