SEC 13F Intelligence

Surience Private Wealth LLC / KEY

Surience Private Wealth LLC’s Keycorp Position

Does Surience Private Wealth LLC own Keycorp (KEY)? Not currently — the last reported position was 270.6K shares worth $4M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q1 2024
Shares
270.6K
% of Portfolio
+4.05%
Quarters Held
1
position exited

Position History KEY

Reported value by quarter
Q1 ’24: $4MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024270.6K$4M+4.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of KEY.