SAX WEALTH ADVISORS, LLC

Position in KEY — Keycorp /New/

CIK 1846150 PARSIPPANY, NJ

Position in KEY

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$535,612

+$179,665 QoQ

Shares Held

23,237

+30.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#477

of 919 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 20% Shared 0% None 80%

Financial Services · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $1,975,159 across 4 Banks - Regional names. KEY ranks #2 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	3,703	$911,752
2	KEY	Keycorp /New/ This page	23,237	$535,612
3	VLY	Valley National Bancorp	23,487	$344,084
4	FMNB	Farmers National Banc Corp /Oh/	12,583	$183,711

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$535,612	23,237	+30.9%	Shares	Sole	2026-07-09
2026-03-31	$355,947	17,753	0.0%	Shares	Sole	2026-04-08
2025-12-31	$366,421	17,753	+68.3%	Shares	Sole	2026-01-12
2025-09-30	$197,160	10,549	-4.5%	Shares	Sole	2025-10-20
2025-06-30	$192,473	11,049	-5.7%	Shares	Sole	2025-07-23
2025-03-31	$187,354	11,717	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.