Key Financial Inc
SLVM icon

Key Financial Inc’s Sylvamo SLVM Stock Holding History

Key Financial Inc’s Portfolio SLVM Stock Details SLVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$65 Hold
2
– – ﹤0.01% 1290
2026
Q2 		$76 Hold
2
– – ﹤0.01% 1330
2026
Q1 		$84 Hold
2
– – ﹤0.01% 1367
2025
Q4 		$96 Hold
2
– – ﹤0.01% 1412
2025
Q3 		$87 Hold
2
– – ﹤0.01% 1433
2025
Q2 		$100 Hold
2
– – ﹤0.01% 1403
2025
Q1 		$134 Hold
2
– – ﹤0.01% 1348
2024
Q4 		$158 Hold
2
– – ﹤0.01% 1344
2024
Q3 		$172 Hold
2
– – ﹤0.01% 1317
2024
Q2 		$137 Hold
2
– – ﹤0.01% 1305
2024
Q1 		$123 Hold
2
– – ﹤0.01% 1281
2023
Q4 		$98 Sell
2
-5
-71% -$234 ﹤0.01% 1294
2023
Q3 		$308 Hold
7
– – ﹤0.01% 1286
2023
Q2 		$283 Hold
7
– – ﹤0.01% 1332
2023
Q1 		$324 Hold
7
– – ﹤0.01% 1120
2022
Q4 		$237 Hold
7
– – ﹤0.01% 1133
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1171
2022
Q2 		$0 Hold
7
– – ﹤0.01% 1152
2022
Q1 		$0 Hold
7
– – ﹤0.01% 1102
2021
Q4 		$0 Buy
+7
New +$204 ﹤0.01% 994

Other funds holding SLVM

Dimensional Fund Advisors
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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.5B AUM 31.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Key Financial Inc's SLVM Position: Q3 2026 in Review

Key Financial Inc held its Sylvamo (SLVM) position steady in Q3 2026 at 2 shares worth $65. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Key Financial Inc first reported a position in SLVM in Q4 2021 and has held it in 20 quarters since. The position peaked at $324 in Q1 2023. 191 funds tracked by Wall St. Rank hold SLVM as of Q3 2026.

  • Key Financial Inc held 2 shares of Sylvamo worth $65 as of Q3 2026.
  • Key Financial Inc left its Sylvamo share count unchanged in Q3 2026.
  • Sylvamo made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1290 holding.
  • Key Financial Inc first reported a position in Sylvamo in Q4 2021 and has held it in 20 quarters since.
  • Key Financial Inc's Sylvamo position peaked at $324 in Q1 2023.
  • 191 funds tracked by Wall St. Rank held Sylvamo as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.